L
CRD: 332637
Lemme Investment Group, LLC
Glenview, IL
8477298071
$35.8M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
2 Employees
45 ADV. Clients
1 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-27-2024
- Office Locations
- 1
Office Locations
-- Glenview IL
About Lemme Investment Group, LLC
Lemme Investment Group, LLC is a Glenview-based RIA. The firm has been operating for 1 years. Managing $35.8M in total assets under management, with 2 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$17.9M AVG AUM / ADVISOR
$795.0K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Momentum radial Focus Matrix bridge
Investment Themes
Vital insight
Investment Vehicles
Capital delta
Services
Alpha Wave Signal Vector foundation Value Beacon
Owner & Executives
MARIE ROSLYN LEMME
Owner, President
- CRD
- #4011231
- Ownership
- 75% or more
(253) 674-8180
alpha.optima@timbercapital.com
in linkedin.com/in/matrix-legacy
C
CHRISTOPHER MICHAEL SANDS
Advisor, Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #6183967
- Ownership
- Less than 5%
(512) 977-5771
bridge.crest@focuscapital.com
in linkedin.com/in/delta-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,006,836 | -- |
| Non-Discretionary | $767,942 | -- |
| Total | $35,774,778 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,774,778
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $5,690,337,944 | 100.0% |
| Total | $5,690,337,944 | 100.0% |