Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for L & M Group
- ·The full record, as it builds
Funding rounds
No funding rounds for L & M Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About L & M Group
Provider of financial advisory and wealth management services for individuals and families. The firm offers private wealth management, generational wealth planning, retirement planning, education investment strategies, insurance services, tax preparation, and ESG investment options, serving clients across the United States. Founded in 1972, the company operates through multiple offices and addresses diverse financial planning needs.
- Sector
- Financial Services
- HQ
- Amherst, NY, United States
- Employees
- 100
- Website
- lmfs.net/
- Ownership
- Privately Held (no backing)
L & M Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in L & M Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on L & M Group in its N-PORT filings yet. We sweep new filings monthly.