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).

Current Firm Details
23975 Park Sorrento, Suite 230, Calabasas, CA 91302
https://www.linkedin.com/company/lindbrook-capital-llc/
By the Numbers
  • Total Assets Under Management
    3,193
    MILLION
  • Total Number of Accounts
    2,639
    ACCOUNTS
  • Average Account Value
    $1,209,942
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SD, TX

Financial Advisors at Lindbrook Capital, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Luke Crofts, financial advisor Calabasas CA
Luke W. Crofts
CRD#: 6837696
23975 Park Sorrento, Suite 230, Calabasas, CA 91302

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.

2
Tyler Dritz, financial advisor Calabasas CA
Tyler S. Dritz
CRD#: 4901826
23975 Park Sorrento, Suite 230, Calabasas, CA 91302

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.

3
Jonathan Drubner, financial advisor Calabasas CA
Jonathan S. Drubner
CRD#: 6066788
23975 Park Sorrento, Suite 230, Calabasas, CA 91302

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.

4
Gary Levenstein, financial advisor Calabasas CA
Gary N. Levenstein
CRD#: 1377536
23975 Park Sorrento, Suite 230, Calabasas, CA 91302

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.

5
Martha Maley, financial advisor Calabasas CA
Martha L. Maley
CRD#: 2218035
23975 Park Sorrento, Suite 230, Calabasas, CA 91302

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.

6
Benjamin Posen, financial advisor Calabasas CA
Benjamin A. Posen
CRD#: 2319219
23975 Park Sorrento, Suite 230, Calabasas, CA 91302

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.

7
Lee Samson, financial advisor New York NY
Lee C. Samson
CRD#: 2173100
712 Fifth Ave., Suite 026b, New York, NY 10019

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.

8
Marielle Schurig, financial advisor Calabasas CA
Marielle K. Schurig
CRD#: 5573470
23975 Park Sorrento, Suite 230, Calabasas, CA 91302

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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