Lebrigh Life Planners

RIASEC Registered
Total AUM
$6M
Discretionary
$0
0% of AUM
Avg account
$1.5M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
132060
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 29%38%
  • Exchange Traded Equities38%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents29%

Contacts

1 of 1
  • Steven Bove

    Steven Bove

    President & FounderCRD 2365422

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth