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Richard Levere Labrum

LABRUM CAPITAL ADVISORS, LLC·CARLSBAD, California
Unclaimed Profile
5650 EL CAMINO REAL, CARLSBAD, CA 92008CRD# 2226394Firm CRD# 150734
01

About

Richard Levere Labrum is a registered financial advisor based in CARLSBAD, California, affiliated with LABRUM CAPITAL ADVISORS, 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
Nonprofits & Foundations
03

Firm Overview

Firm
LABRUM WEALTH MANAGEMENT, LLC
LABRUM WEALTH MANAGEMENT, LLC
AUM
$295M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at LABRUM WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2226394
Firm CRD# 150734
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Levere Labrum offer?
Richard Levere Labrum specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.
What are Richard Levere Labrum's credentials?
Richard Levere Labrum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Levere Labrum located?
Richard Levere Labrum is based in CARLSBAD, California, working with LABRUM CAPITAL ADVISORS, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.
How does Richard Levere Labrum charge for services?
Richard Levere Labrum's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LABRUM CAPITAL ADVISORS, LLC?
LABRUM CAPITAL ADVISORS, LLC has approximately 11 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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