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Theodore Brewster Lundberg

PELOTON EQUITY LLC·GREENWICH, Connecticut
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66 FIELD POINT ROAD, GREENWICH, CT 06830CRD# 6389298Firm CRD# 301543
01

About

Theodore Brewster Lundberg is a registered financial advisor based in GREENWICH, Connecticut, affiliated with PELOTON EQUITY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PELOTON EQUITY LLC
PELOTON EQUITY LLC
AUM
$437M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PELOTON EQUITY LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6389298
Firm CRD# 301543
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore Brewster Lundberg offer?
Theodore Brewster Lundberg specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.
What are Theodore Brewster Lundberg's credentials?
Theodore Brewster Lundberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Brewster Lundberg located?
Theodore Brewster Lundberg is based in GREENWICH, Connecticut, working with PELOTON EQUITY LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Theodore Brewster Lundberg charge for services?
Theodore Brewster Lundberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PELOTON EQUITY LLC?
PELOTON EQUITY LLC has approximately 7 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
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