← Back to searchVisit website
LGT FINANCIAL ADVISORS LLC
CRD 111575 · SEC 801-77833
2626 HOWELL ST, SUITE 700, DALLAS, TX, 75204, United States
Phone
214-871-7500
Fax
214-871-0011
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$456.1M
Discretionary AUM
$456.1M
Team
5 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $22.5M |
| High net worth individuals | 63 | $390.6M |
| Pension/profit sharing plans | 8 | $3.2M |
| Corporations/business entities | 5 | $8.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD