Lmc Investments, Inc. is an adviser based in Wellesley. It manages $17.87 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Lmc Investments provides portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lmc Investments, Inc. is $17.87 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lmc Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lmc Investments, Inc. is owned by Michael Joseph Degrazia. Joseph Michael Degrazia has been acting as President since 1 Nov 1973. Hanford Winton Carr joined the executive team most recently as the Analyst.
The principal office where Lmc Investments, Inc. performs its advisory services is located at One Hollis St, Wellesley, MA 02482, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-237-6767 or by fax 781-239-0635. The normal business hours are 9am to 5pm on Monday - Friday.