Lucien, Stirling & Gray Advisory Group
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
4005 Guadalupe St, Austin, Texas, 78751,...Phone Number
(512) 458-2517Website
www.lsggroup.comRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Lucien, Stirling & Gray Advisory Group
Lucien, Stirling & Gray Advisory Group, Inc. is an independent, fee-only registered investment advisory firm based in Austin, Texas, established in 1992. They offer personalized financial planning and investment management services, focusing on the unique journeys of their clients. Their ideal clients include retired individuals, professional accumulators, independent women, and business owners who seek to secure their financial futures. The firm emphasizes a holistic approach to wealth management, prioritizing client relationships and behavioral coaching to navigate life's financial challenges.Explore more
Lucien, Stirling & Gray Advisory Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Lucien, Stirling & Gray Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Lucien, Stirling & Gray Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lucien, Stirling & Gray Advisory Group.
Lucien, Stirling & Gray Advisory Group Tech Stack
A closer look at the technologies used by Lucien, Stirling & Gray Advisory Group
Most Recent Scoops
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to asset management. The organization is currently evaluating various vendors. Lucien, Stirling & Gray Advisory Group will be increasing funding and is expected to increase permanent employee workforce to support these efforts. The organization is focused on uncovering assets that are not currently being billed as part of these initiatives.
Asset Management, Spending/Investment, Financial Planning, Funding, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is planning to begin initiatives related to budget creation and management within three months. The organization is currently evaluating Oracle Cloud EPM Planning. Lucien, Stirling & Gray Advisory Group is expected to decrease workforce due to expected initiative efficiency gains. Item tracking will be a focus of these initiatives.
Cloud, Financial Planning, Business Finance, Finance, Financial Operations, Financial Strategy
Project
, according to a front-line source in financial planning, is planning to leverage AI-driven automated bookkeeping and data entry over the next three to six months.
Automation, Financial Planning, Artificial Intelligence, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, has completed initiatives related to financial analysis software within the last twelve months.
Analytics & Insights, Financial Planning, Financial Systems, Software, Financial Reporting, Finance, Financial Strategy
Project
Automation, Financial Planning, Artificial Intelligence, Finance, Financial Strategy
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Frequently Asked Questions Regarding Lucien, Stirling & Gray Advisory Group
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Lucien, Stirling & Gray Advisory Group, Inc. is an independent, fee-only registered investment advisory firm based in Austin, Texas, established in 1992. They offer personalized financial planning and investment management services, focusing on the unique journeys of their clients. Their ideal clients include retired individuals, professional accum... Read More
