THE LUTS & GREENLEIGH GROUP, INC.
Legal name: LGG FINANCIAL
CRD #305002 SEC #801-117324 BETHESDA, MD 301-312-6660
SEC Registered
Total AUM
$525.2M
Discretionary
$515.3M
Employees
3
Clients
101
Accounts
827
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $525.2M | $515.3M | $9.9M | 3 | 11 |
| Feb 2025 | $525.2M | $515.3M | $9.9M | 3 | 11 |
| Feb 2025 | $525.2M | $515.3M | $9.9M | 3 | 11 |
| Feb 2024 | $492.7M | $483.3M | $9.4M | 3 | 300 |
| Jan 2024 | $492.7M | $483.3M | $9.4M | 3 | 300 |
| Feb 2023 | $470.9M | $470.9M | $0 | 3 | 112 |
| Mar 2022 | $474.3M | $463.5M | $10.8M | 3 | 100 |
| Sep 2021 | $426.4M | $383.6M | $42.7M | 3 | 0 |
| Mar 2021 | $426.4M | $383.6M | $42.7M | 3 | 0 |
| Sep 2020 | $405.9M | $369.1M | $36.8M | 3 | 0 |
| Jun 2020 | $405.9M | $369.1M | $36.8M | 3 | 0 |
| Jan 2020 | $405.9M | $369.1M | $36.8M | 3 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$525.2M
Discretionary$515.3M
Non-Disc.$9.9M
Employees3
Clients11
DateFeb 2025
Total AUM$525.2M
Discretionary$515.3M
Non-Disc.$9.9M
Employees3
Clients11
DateFeb 2025
Total AUM$525.2M
Discretionary$515.3M
Non-Disc.$9.9M
Employees3
Clients11
DateFeb 2024
Total AUM$492.7M
Discretionary$483.3M
Non-Disc.$9.4M
Employees3
Clients300
DateJan 2024
Total AUM$492.7M
Discretionary$483.3M
Non-Disc.$9.4M
Employees3
Clients300
DateFeb 2023
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees3
Clients112
DateMar 2022
Total AUM$474.3M
Discretionary$463.5M
Non-Disc.$10.8M
Employees3
Clients100
DateSep 2021
Total AUM$426.4M
Discretionary$383.6M
Non-Disc.$42.7M
Employees3
Clients0
DateMar 2021
Total AUM$426.4M
Discretionary$383.6M
Non-Disc.$42.7M
Employees3
Clients0
DateSep 2020
Total AUM$405.9M
Discretionary$369.1M
Non-Disc.$36.8M
Employees3
Clients0
DateJun 2020
Total AUM$405.9M
Discretionary$369.1M
Non-Disc.$36.8M
Employees3
Clients0
DateJan 2020
Total AUM$405.9M
Discretionary$369.1M
Non-Disc.$36.8M
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0