LRB Public Finance Advisors, Inc.
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 39119
- Registered since
- September 26, 1996
- Website
- lrbfinance.com
Firm profile
FINTRXOverview
LRB Public Finance Advisors, Inc. is a corporation that has been registered with the SEC since 1996. Filings classify the firm as "unclassified" and identify its owner type as individual. Public records indicate the firm does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It also is not listed as a pension consultant, a related adviser, or a newly formed adviser. The firm has not provided detailed descriptions of its advisory activities, business lines, client types, or external affiliations in the available data set, which limits the ability to profile specific service offerings or target markets.
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 4
Tye Burgess
Senior Vice PresidentCRD 2579554

Laura Lewis
Principal & OwnerCRD 1957238

David Robertson
PrincipalCRD 4676290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 41 N Rio Grande St
- Time zone
- MT (UTC-7)
- Office locations
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