Lgc&D Wealth Management, LLC is an adviser based in Providence. It manages $29.69 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts and Rhode Island.
Lgc&D Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lgc&D Wealth Management, LLC is $29.69 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lgc&D Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Lgc&D Wealth Management, LLC performs its advisory services is located at 10 Weybosset Street, Providence, RI 02903, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 401-421-4800 or by fax 401-421-0643. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.