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Marielle Kristine Schurig

LINDBROOK CAPITAL, LLC·CALABASAS, California
Clean recordLINDBROOK CAPITAL, LLC
23975 PARK SORRENTO, CALABASAS, CA 91302CRD# 5573470Firm CRD# 155812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marielle Kristine Schurig · CALABASAS, CA
Registration
CRD #5573470 · LINDBROOK CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marielle Kristine Schurig is a registered financial advisor based in CALABASAS, California, affiliated with LINDBROOK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LINDBROOK CAPITAL, LLC
LINDBROOK CAPITAL, LLC
AUM
$3.2B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LINDBROOK CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5573470
Firm CRD# 155812
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marielle Kristine Schurig offer?
Marielle Kristine Schurig specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.
What are Marielle Kristine Schurig's credentials?
Marielle Kristine Schurig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marielle Kristine Schurig located?
Marielle Kristine Schurig is based in CALABASAS, California, working with LINDBROOK CAPITAL, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does Marielle Kristine Schurig charge for services?
Marielle Kristine Schurig's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINDBROOK CAPITAL, LLC?
LINDBROOK CAPITAL, LLC has approximately 10 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LINDBROOK CAPITAL, LLC

Luke William Crofts
CALABASAS, CA
Dean Jay Factor
LOS ANGELES, CA
Lee Charles Samson
CALABASAS, CA

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Research
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