4lb Investments, LLC

4lb Investments, LLC (CRD# 121244) is a financial advisory firm headquartered in , . They manage $13,228,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $881,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at 4lb Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John L. Bracken
CRD#: 4118096
San Diego, CA
93
Wealthminder
score

John Bracken (CRD# 4118096) is an Investment Advisor Representative working at 4lb Investments, LLC in San Diego, CA and has over 16 years of experience in the finance industry.

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