LP Profile

LGT Financial Advisors

Also known as lgt financial

Wealth ManagerDallas, United StatesFounded 1998
Dallas
Headquarters
Investment Focus

About LGT Financial Advisors

LGT Financial Advisors, located in Dallas, wants to build your confidence and trust through experience managing, investing, and advising in your future.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to LGT Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$456.1M
Total Clients
452
Filing Date
March 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to LGT Financial Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is LGT Financial Advisors?

LGT Financial Advisors is a wealth manager based in Dallas, United States.

Where is LGT Financial Advisors headquartered?

LGT Financial Advisors is headquartered in Dallas, United States.

When was LGT Financial Advisors founded?

LGT Financial Advisors was founded in 1998.

How can I contact LGT Financial Advisors?

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