Lindbrook Capital, LLC
Lindbrook Capital, LLC (CRD# 155812) is a financial advisory firm headquartered in Calabasas, CA. They manage $3,193,035,807 in 2,639 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management3,193MILLION
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Total Number of Accounts2,639ACCOUNTS
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Average Account Value$1,209,942
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SD, TX
Luke Crofts (CRD# 6837696) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has 1 year of experience in the finance industry.
Tyler Dritz (CRD# 4901826) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 18 years of experience in the finance industry.
Jonathan Drubner (CRD# 6066788) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 11 years of experience in the finance industry.
Gary Levenstein (CRD# 1377536) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 38 years of experience in the finance industry.
Martha Maley (CRD# 2218035) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 31 years of experience in the finance industry.
Benjamin Posen (CRD# 2319219) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 31 years of experience in the finance industry.
Lee Samson (CRD# 2173100) is an Investment Advisor Representative working at Lindbrook Capital, LLC in New York, NY and has over 32 years of experience in the finance industry.
Marielle Schurig (CRD# 5573470) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 14 years of experience in the finance industry.