Overview
Assets Under Management: $3.5 billion
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 349
Average Client Assets: $10 million
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