LMC Investments, Inc.
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 105351
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI42.62%
- Pension & Profit Sharing Plans31.17%
- Individuals26.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
LMC Investments, Inc. is an independent, individually owned registered investment adviser that runs a small, fee-based portfolio management practice. The firm serves both individual and family clients as well as institutional accounts, with an expressed advisory focus on portfolio management for individuals and small businesses. It does not identify as an active ESG investor, is not multi-state, and is not positioned as a pension consultant or capital allocator.
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
2 of 2Hanford Carr
Account ManagerCRD 4345221
Joseph Degrazia
OwnerCRD 2278940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wellesley, MA
Norfolk
Location
Wellesley, MA
Headquartered in Wellesley, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 1 Hollis St
- Time zone
- ET (UTC-5)
- Office locations
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