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LMCG INVESTMENTS, LLC

BOSTON, MA · CRD 149936 · IAPD ↗ · 617-380-5600

$6.83BRegulatory AUM
16Advisory reps
46Employees
0Clients
n/aPlanning clients
2Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — LMCG INVESTMENTS, LLC grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2024 — LMCG INVESTMENTS, LLC reported RAUM up 42% ($4.05B -> $5.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.