Lobnek Wealth Management Inc.

Lobnek Wealth Management Inc. (CRD# 284024) is a financial advisory firm headquartered in New York, NY. They manage $168,837,274 in 11 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
C/o Patterson Belknap Webb & Tyler Llp, 1133 Avenue Of The Americas, New York, NY 10036
http://www.lobnek-inc.com
By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $15,348,843
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
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Lobnek Wealth Management Inc.
No Advisor Found.

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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