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Home > Retirement Planners > california > calabasas > LINDBROOK CAPITAL, LLC
LINDBROOK CAPITAL, LLC
23975 Park Sorrento
Suite 230
Calabasas, California 91302
Tel: 424-208-8000
About LINDBROOK CAPITAL, LLC
LINDBROOK CAPITAL, LLC, formally registered with the SEC as LINDBROOK CAPITAL, LLC. The firm was established in 02/28/2011. They have over 5 offices throughout the country.
LINDBROOK CAPITAL, LLC is a Calabasas, California based Financial Planning firm with nearly $3,501,183,718 assets under management, offering retirement planning & investment advisory services to 2420 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155812 |
| SEC# | 801-72193 |
| Assets Managed by Firm | $3,501,183,718 |
| No. of Clients | 2420 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2420 | $3,501,183,718 |
| Individuals (other than high net worth individuals) | 153 | $64,660,249 |
| High net worth individuals | 349 | $3,348,519,214 |
| Pension and profit sharing plans | Fewer than 5 clients | $886,785 |
| Charitable organizations | 14 | $67,644,781 |
| Corporations or other businesses | Fewer than 5 clients | $19,472,689 |
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