LUFKIN ADVISORS, LLC

4 registered advisors·CRD# 163918
SEC# 801-772260650-573-1187
01

Firm Overview

AUM
$116M
Regulatory assets under management
Employees
0
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at LUFKIN ADVISORS, LLC

4 registered advisors
Chauncey Forbush Lufkin
N PALM BEACH, Florida
Dan W Lufkin
N PALM BEACH, Florida
Kirk Andrew Wallace
N PALM BEACH, Florida
Marianne Chrencik
N PALM BEACH, Florida
05

Office Locations

N PALM BEACH, Florida
4 advisors

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Data sourced from SEC Form ADV filings. LUFKIN ADVISORS, LLC (CRD# 163918) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.