Investment adviser · CRD 126062

LGC&D WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

PROVIDENCE, RI, United States · Form ADV filed Apr 17, 2012

Regulatory AUM
$29.7M
Form ADV · Item 5.F
Client accounts
59
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 17, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

10 WEYBOSSET STREET, SUITE 700
PROVIDENCE, RI, 02903, United States

CRD 126062

Filing source

Form ADV 640589 · Apr 17, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.