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LGG FINANCIAL
THE LUTS & GREENLEIGH GROUP, INC.
CRD 305002 · SEC 801-117324
7200 WISCONSIN AVENUE, SUITE 300, BETHESDA, MD, 20814, United States
Phone
301-312-6660
Fax
301-560-8560
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$563.9M
Discretionary AUM
$563.9M
Team
3 total employees; 2 advisory reps; 11 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $36.6M |
| High net worth individuals | 152 | $520.3M |
| Pension/profit sharing plans | 9 | $5.7M |
States served
CA, GA, LA, MD, MA, NJ, NC, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD