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⚲
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| LGT Financial Advisors LLC
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|
|---|---|
| CRD # | 111575 |
| SEC # | 801-77833 |
| CIK # | 0001965191 |
| AUM | $359.3 M (2025-07-18) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 214-871-7500 |
| Address | 2626 Howell St Dallas, TX 75204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.6 | ||
| Apple Inc | 1.0 | ||
| Chevron Corp | 0.9 | ||
| Exxon Mobil Corp | 0.9 | ||
| Amazon Com Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 20.7 |
| (b) Individuals (high net worth individuals) | 55 | 303.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.4 |
| (h) Charitable organizations | 0 | 22.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 404 | 359.3 |
| By Discretionary | ||
| Discretionary | 404 | 359.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 404 | 359.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.3 | |
| Total | 404 | 359.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965191] |
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|---|---|---|
|
Match Grade Advisors LLC
✚
|
SC | 0.4 |
|
Rubey & RUST Capital Management LLC
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|
0.4 | |
|
Pure Portfolios Holdings LLC
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OR | 0.4 |
|
1836 Asset Management LLC
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TX | 0.4 |
|
Northland Securities Inc
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MN | 0.4 |
|
H L Ormond & Company LLC
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NC | 0.4 |
|
Plum Street Advisors LLC
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|
0.4 | |
|
Altus Wealth Management LLC
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|
KY | 0.4 |
|
Prosperity Financial Group Inc
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|
CA | 0.4 |
|
Georgina Asset Management LLC
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|
CA | 0.4 |