LCR Financial Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 153038
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Individuals76.71%
- HNWI23.29%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Lcr Financial Group, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, catering to the unique financial needs of its clients. While the firm does not actively engage in ESG investing, it maintains a diverse investment strategy that includes traditional asset classes and alternative investments. The firm also publishes periodicals or newsletters, which may provide insights and updates on market trends and investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Eric Ochotnicki
IARCRD 1805583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations