LUBITZ LINDA S CFP PA

MEIRA
CORAL CABLES, Florida·2 registered advisors·CRD# 108648
SEC# 801-566770305-670-4440
01

Firm Overview

AUM
$267M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LUBITZ LINDA S CFP PA

2 registered advisors
Jorge Padilla
CORAL CABLES, Florida
Linda Lubitz Boone
CORAL CABLES, Florida
05

Office Locations

CORAL CABLES, Florida
2 advisors

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Data sourced from SEC Form ADV filings. LUBITZ LINDA S CFP PA (CRD# 108648) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.