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LMC INVESTMENTS, INC.
CRD 105351 · SEC 801-9674
1 HOLLIS ST, SUITE 435, WELLESLEY, MA, 02482, United States
Phone
781-237-6767
Fax
781-239-0635
Registration
— (—)
Source
State registered
Total AUM
$17.2M
Discretionary AUM
$17.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.5M |
| High net worth individuals | 5 | $7.3M |
| Pension/profit sharing plans | 1 | $5.4M |
Official SEC filing: View on IAPD