LNB Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 338173
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.2%
- HNWI40.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LNB Financial LLC is a small, owner-operated investment advisory organized as an LLC that provides fee-based portfolio management to both high-net-worth individuals/families and institutional or business clients. The firm bills on a percentage-of-assets basis and focuses on discretionary portfolio management for individuals/small businesses as well as for businesses or institutions. LNB identifies itself as an active ESG investor and does not operate as a multi-state adviser, pension consultant, or affiliated/related adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities6%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Larry Brunette
President, CEO and CCOCRD 2758433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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