Lebrigh Life Planners
Firm details
- Headquarters
- ,
- CRD number
- 132060
- Website
- www.lebrighlifeplanners.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lebrigh Life Planners is a small, privately held advisory firm organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small-business clients. Its fee arrangements are flexible: the firm reports charging a percentage of assets under management, hourly fees, fixed fees, and other fee structures depending on the engagement. Regulatory and operational details in the available record are limited. The firm is not positioned as a capital allocator, does not identify as a multi-state adviser, and is not classified as a pension consultant or part of a related-adviser structure. Lebrigh Life Planners does not self-identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents29%
Contacts
1 of 1
Steven Bove
President & FounderCRD 2365422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations