Overview
Assets Under Management: $3.5 billion
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 349
Average Client Assets: $10 million
Frequently Asked Questions
LINDBROOK CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155812), LINDBROOK CAPITAL, LLC is subject to fiduciary duty under federal law.
LINDBROOK CAPITAL, LLC is headquartered in CALABASAS, CA.
LINDBROOK CAPITAL, LLC serves 349 high-net-worth clients according to their SEC filing dated February 23, 2025. View client details ↓
According to their SEC Form ADV, LINDBROOK CAPITAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LINDBROOK CAPITAL, LLC manages $3.5 billion in client assets according to their SEC filing dated February 23, 2025.
According to their SEC Form ADV, LINDBROOK CAPITAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 349
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.64
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 2,420
Discretionary Accounts: 2,323
Non-Discretionary Accounts: 97
Regulatory Filings
CRD Number: 155812
Last Filing Date: 2025-02-23 00:00:00
Website: https://lindbrookcapital.com