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THE LUTS & GREENLEIGH GROUP, INC.
THE LUTS & GREENLEIGH GROUP, INC.
LGG FINANCIAL
BETHESDA, Maryland
·
2 registered advisors
·
CRD# 305002
SEC# 801-117324
1
301-312-6660
01
Firm Overview
AUM
$493M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at THE LUTS & GREENLEIGH GROUP, INC.
2 registered advisors
Brian Craig Luts
BETHESDA, Maryland
CRD# 2908598
David Michael Greenleigh
BETHESDA, Maryland
CRD# 2925327
05
Office Locations
BETHESDA, Maryland
2 advisors
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Data sourced from SEC Form ADV filings. THE LUTS & GREENLEIGH GROUP, INC. (CRD# 305002) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.