L
CRD: 105351
LMC Investments, Inc.
Wellesley, MA, 02482
7812376767
$17.2M Total AUM
$17.2M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-22-1994
- Office Locations
- 1
Office Locations
-- Wellesley MA
About LMC Investments, Inc.
LMC Investments, Inc. is a Wellesley-based RIA. The firm has been operating for 32 years. Managing $17.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning.
Team overview
-- AVG AGE
$8.6M AVG AUM / ADVISOR
$717.8K AVG AUM / CLIENT
20.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age
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Asset Classes
Horizon frontier Atlas
Investment Vehicles
Meridian
Services
Vertex legacy Prime
Owner & Executives
J
JOSEPH MICHAEL DEGRAZIA JR
Chief Compliance Officer, Owner, President
- CRD
- #2278940
- Ownership
- 75% or more
(622) 446-2833
vector.unison@insightcapital.com
in linkedin.com/in/vertex-zenith
H
HANFORD WINTON CARR
ACCOUNT MANAGER, Financial Advisor
- CRD
- #4345221
- Ownership
- Less than 5%
(221) 477-4919
oak.bridge@capitalcapital.com
in linkedin.com/in/frontier-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,227,521 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,227,521 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,227,521
Equity - Exchange:
79.3% Cash:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,120,477,274 | 79.3% |
| Cash | $814,550,814 | 20.7% |
| Total | $3,935,028,088 | 100.0% |