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FINBACK INVESTMENT PARTNERS, LLC
FINBACK INVESTMENT PARTNERS, LLC
FINBACK INVESTMENT PARTNERS
CORAL GABLES, Florida
·
2 registered advisors
·
CRD# 310944
SEC# 801-121929
0
305-416-2626
01
Firm Overview
AUM
$818M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: BOARD, ORIGINATION, BUSINESS DEVELOPMENT AND MONITORING FEES
03
Specialties
Retirement Planning
04
Advisors at FINBACK INVESTMENT PARTNERS, LLC
2 registered advisors
Justin Grand
CORAL GABLES, Florida
CRD# 5816764
Stephen Marion Lessing
CORAL GABLES, Florida
CRD# 715556
05
Office Locations
CORAL GABLES, Florida
2 advisors
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Data sourced from SEC Form ADV filings. FINBACK INVESTMENT PARTNERS, LLC (CRD# 310944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.