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LBA WEALTH MANAGEMENT, LLC
LBA WEALTH MANAGEMENT, LLC
JACKSONVILLE, Florida
·
1 registered advisor
·
CRD# 113309
SEC# 801-70003
904.396.4015
01
Firm Overview
AUM
$350M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
03
Specialties
Investment Management
Wealth Management
04
Advisors at LBA WEALTH MANAGEMENT, LLC
1 registered advisor
Matthew Boyd Cochran
JACKSONVILLE, Florida
CFA
CRD# 5007977
05
Office Locations
JACKSONVILLE, Florida
1 advisor
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Data sourced from SEC Form ADV filings. LBA WEALTH MANAGEMENT, LLC (CRD# 113309) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.