Tech stack
No one at Lmcg Investments, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
SEI
Per Form ADV · $898M held · filed Jul 2024
Schwab
Per Form ADV · $662M held · filed Jul 2024
BNY
Per Form ADV · $608M held · filed Jul 2024
F
Fnz Trust Company, LLC
Per Form ADV · $548M held · filed Jul 2024
Northern Trust
Per Form ADV · $466M held · filed Jul 2024