LINDBROOK CAPITAL, LLC

CALABASAS, California·3 registered advisors·CRD# 155812
SEC# 801-721934424-208-8000
01

Firm Overview

AUM
$3.2B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LINDBROOK CAPITAL, LLC

3 registered advisors
Lee Charles Samson
CALABASAS, California
Luke William Crofts
CALABASAS, California
Marielle Kristine Schurig
CALABASAS, California
CFP
05

Office Locations

CALABASAS, California
3 advisors

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Data sourced from SEC Form ADV filings. LINDBROOK CAPITAL, LLC (CRD# 155812) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.