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Building 2LINDBROOK CAPITAL, LLC

Map pinCALABASAS, CA
Phone424-208-8000
NotebookSEC #801-72193
Total AUM
$3.5B
Employees
10
Clients
518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23975 PARK SORRENTO
SUITE 230
CALABASAS
CA 91302
United States
Operating Hours
7:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
424-208-8000
Other Offices
4

ReceiptFinancials

Total AUM
$3.5B
Accounts
2,420
Discretionary
$3.1B
Accounts
2,323
Non-Discretionary
$363.7M
Accounts
97

ContactClients

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Individual Clients
153
AUM
$64.7M
HNW Individual Clients
349
AUM
$3.3B
Pension/Profit Sharing Plan Clients
1
AUM
$886.8K
Charitable Organization Clients
14
AUM
$67.6M
Corporation or Business Clients
1
AUM
$19.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMDNCNENHNJNYPASDTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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