LHG ADVISORY, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
326848
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Lhg Advisory, LLC operates as a limited liability company focused on providing investment advisory services. The firm engages in the selection of other advisers, indicating a preference for a multi-manager approach to investment. While it does not actively pursue environmental, social, and governance (ESG) investments, it serves as a capital allocator, positioning itself to optimize client portfolios through careful manager selection. The firm is classified as unclassified and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • LYNNE GUMMO

    Founder & Managing MemberCRD 5192143

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ST PETERSBURG, FL

PINELLAS

Location

ST PETERSBURG, FL

Headquartered in ST PETERSBURG, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
7901 4th St N
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth