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LMCG INVESTMENTS, LLC
LMCG INVESTMENTS, LLC
BOSTON, Massachusetts
·
3 registered advisors
·
CRD# 149936
SEC# 801-70357
1
617-380-5600
01
Firm Overview
AUM
$5.8B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at LMCG INVESTMENTS, LLC
3 registered advisors
Jeffrey Parker Davis
BOSTON, Massachusetts
CRD# 2083043
John Rodney Layton
BOSTON, Massachusetts
CRD# 2562597
Nan-Marie Jaeger
BOSTON, Massachusetts
CRD# 845057
05
Office Locations
BOSTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. LMCG INVESTMENTS, LLC (CRD# 149936) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.