LGT Financial Advisors LLC

Other Dallas, United States ·Founded 1975

Overview

LGT Financial Advisors LLC is a financial advisory firm based in Dallas, Texas, offering comprehensive wealth management and investment services to individuals, businesses, and entrepreneurs. The firm focuses on understanding clients' financial needs and goals, providing personalized investment strategies to help achieve long-term financial success. Their services include investment management, financial planning, business planning, and insurance services, all tailored to meet the unique requirements of each client. The firm's investment approach encompasses a wide range of asset classes, including fixed income, hedge funds, private equity, real estate, and venture capital. They cater to various stages of investment, from early-stage ventures to growth, late-stage, pre-IPO, buyout, turnaround, and distressed situations. LGT Financial Advisors LLC primarily operates within the United States, serving clients across the country. With over 50 years of experience in the Dallas/Fort Worth area, LGT Financial Advisors LLC has built a reputation for trust, confidence, and expertise. Their team of advisors is committed to providing clients with the tools and education necessary to make informed, long-term investment choices that align with their lifestyles and financial objectives.

Portfolio Companies

Urban Development PartnersTelecom Networks Ltd.MediaWorks StudiosEduTech SystemsAgriGrow FarmsTransLogistics Co.TechWave SolutionsGlobal Tech SolutionsHealthPlus ClinicsPowerGrid UtilitiesABC CorporationXYZ Enterprises123 IndustriesGreen Energy InnovationsHealthFirst Medical GroupRetail Ventures Inc.Metro Transport ServicesOceanic ResortsSunshine Energy Corp.Cityscape Properties

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Frequently asked questions about LGT Financial Advisors LLC

What sectors does LGT Financial Advisors LLC invest in?

LGT Financial Advisors LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Dallas, United States. LGT Financial Advisors LLC is listed as a other in the ConnectSafely investor database.

What stage does LGT Financial Advisors LLC invest at?

LGT Financial Advisors LLC backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.

Which regions does LGT Financial Advisors LLC invest in?

LGT Financial Advisors LLC invests across United States.

Who are the partners at LGT Financial Advisors LLC?

Team members listed for LGT Financial Advisors LLC include Miller Bentley (Director, LGT Financial Advisors).

What companies has LGT Financial Advisors LLC invested in?

LGT Financial Advisors LLC's portfolio includes Urban Development Partners, Telecom Networks Ltd., MediaWorks Studios, EduTech Systems, AgriGrow Farms, TransLogistics Co., TechWave Solutions and Global Tech Solutions.

How do I contact LGT Financial Advisors LLC?

LGT Financial Advisors LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database