SEC Form ADV

LGT FINANCIAL ADVISORS LLC

Registered Investment AdviserTX
$456.1M
Assets Under Management
452
Total Clients
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Registration Details

Accession
CRD-111575
Location
DALLAS, TX
Filing Date
March 11, 2026
AUM
$456.1M
Total Clients
452
Amendment
No

About this Adviser

LGT FINANCIAL ADVISORS LLC is a registered investment adviser headquartered in DALLAS, TX, managing approximately $456.1M in assets across 452 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.