LGT FINANCIAL ADVISORS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 111575
- Registered since
- April 4, 2013
- Website
- www.lgt-fa.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.64%
- Charitable Organizations6.8%
- Individuals4.94%
- Corporations / Businesses1.92%
- Pension & Profit Sharing Plans0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
LGT Financial Advisors LLC operates as an independent registered investment adviser and acts as a capital allocator for both individual/family and institutional clients. SEC registration dates to 2013 and ownership includes domestic entity and individual stakeholders. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm reports affiliations with accounting and insurance professionals and does not market itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds79%
- Cash & Cash Equivalents12%
- Exchange Traded Equities5%
- Private Funds2%
- US Government Bonds1%
Owners & executives
1 of 1WILL CLARK
Chief Compliance OfficerCRD 5089829
Contacts
2 of 2JEFFREY BENTLEY
Registered RepresentativeCRD 6679536
JOSHUA ORTON
Senior Financial AdvisorCRD 5971369
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$10.1M in ETFs
62%
$6.3M
29%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.3M | 5,043 | 32.48% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2626 Howell St
- Time zone
- CT (UTC-6)
- Office locations
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