Lockebridge Partners, Inc
Firm details
- Headquarters
- Woburn, Massachusetts
- CRD number
- 143163
- Registered since
- July 26, 2007
- Website
- www.lockebridge.com
Firm profile
FINTRXOverview
Lockebridge Partners, Inc. is organized as a corporation and is owned by an individual. Public records classify the firm as "Unclassified" and provide very limited detail about its advisory or business activities. The record flags the firm as not identifying itself as a capital allocator and not reporting active ESG investing activity. It also does not present itself as a multi-state adviser, a pension consultant, or a related adviser. There are no substantive disclosures about the firm's service offerings, target clients, fee model, or investment approach in the available data. That lack of detail makes it difficult to characterize how the firm positions itself in the market or the types of portfolios it manages.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Daniel Beaton
FinOpCRD 4240769
Scott Waxler
Managing PartnerCRD 5287243

Ryan Waxler
CRD 7955505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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