# LG Financial Services

LG Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** https://lgfinancialservices.com

## Regulatory record

- **CRD number:** 325340
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325340

## About

LeGault Financial Services (LFS) is a full service financial business that provides accounting services, tax services, financial services, and estate planning. It is a family owned and operated business offering both personal and business services, from budgeting and bookkeeping to Turn-Key Operations. LFS focuses on individual entrepreneurs and small to medium size businesses and also operates LeGault Mobile Notary Services.

## Questions

### Who runs investment decisions at LG Financial Services?

No named principal or investment decision-maker has been identified through public records, regulatory filings, or authoritative press reports. The firm has not published a leadership roster or disclosed any officer titles.

### What is LG Financial Services' known investment strategy?

There is no verifiable public information about LG Financial Services' strategy, asset-class mix, stage preferences, or sector focus. No portfolio companies or completed deals have been reported.

### What is the firm's AUM or deployment capacity?

LG Financial Services does not publicly disclose assets under management, and no credible estimate exists in the public domain. No transaction values or fund commitments have been reported.

### Does LG Financial Services co-invest alongside external GPs?

There is no public evidence of co-investment activity, GP relationships, or participation in club deals. The firm's posture toward syndicated transactions remains unknown.

## Related profiles

- [Paraclete Life Planning](https://altss.com/profile/paraclete-life-planning-llc)

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Last updated: 2026-08-11T15:07:19.634Z

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