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Neal James Von Stein

LBA WEALTH MANAGEMENT, LLC·JACKSONVILLE, Florida
Unclaimed Profile
501 RIVERSIDE AVENUE, JACKSONVILLE, FL 32202CRD# 4283275Firm CRD# 113309
01

About

Neal James Von Stein is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with LBA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
LBA WEALTH MANAGEMENT, LLC
LBA WEALTH MANAGEMENT, LLC
AUM
$350M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LBA WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4283275
Firm CRD# 113309
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Neal James Von Stein offer?
Neal James Von Stein specializes in Investment Management, Wealth Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Neal James Von Stein's credentials?
Neal James Von Stein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neal James Von Stein located?
Neal James Von Stein is based in JACKSONVILLE, Florida, working with LBA WEALTH MANAGEMENT, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Neal James Von Stein charge for services?
Neal James Von Stein's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LBA WEALTH MANAGEMENT, LLC?
LBA WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JACKSONVILLE
Michael Dean Thomas — WMD ASSET MANAGEMENT, LLCMatthew Brian Bishop — BULL & BEAR CAPITAL ADVISORS, LLCMatthew Boyd Cochran — LBA WEALTH MANAGEMENT, LLCRichard Freeman Kraner — BDO WEALTH ADVISORS, LLCGilchrist Baker Berg — CHALLEN ASSET MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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