LCR Financial Group, LLC

Overview

LCR Financial Group, LLC is an independent registered investment adviser organized as an LLC and owner-operated. The firm focuses on serving individual and family clients, delivering portfolio management for individuals and small businesses and producing periodicals or newsletters as part of its advisory activities. Its fee model combines a percentage-of-AUM charge with subscription fees. The adviser does not identify as an ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives