Lockebridge Partners, Inc

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Woburn, Massachusetts
CRD number
143163
Registered since
July 26, 2007

Firm profile

FINTRX

Overview

Lockebridge Partners, Inc. is listed in FINTRX as a corporation that has been SEC-registered since 2007 and is owned by an individual. The database classifies the firm as "Unclassified" and does not identify it as a capital allocator. FINTRX also flags that the adviser is not active on ESG, is not registered as a multi-state adviser, and is not marked as a newly formed adviser, pension consultant, or related adviser. The FINTRX profile does not supply descriptive detail about the firm’s advisory services, fee structure, or target client segments. Those operational and business specifics are therefore not available from the provided dataset.

Assets & Accounts

Location & Offices

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

Contacts

3 of 3
  • Ryan Waxler

    Ryan Waxler

    CRD 7955505

  • Scott Waxler

    Scott Waxler

    Managing PartnerCRD 5287243

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Woburn, MA

Middlesex

Location

Woburn, MA

Headquartered in Woburn, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
100 Sylvan Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth