LRB Public Finance Advisors, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
39119
Registered since
September 26, 1996

Firm profile

FINTRX

Overview

LRB Public Finance Advisors, Inc. is a privately owned corporation that has been registered with the SEC since 1996. The regulatory snapshot classifies the firm as "unclassified" and records the owner type as an individual. Available metadata indicates the firm is not designated as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or as a related adviser to another registered entity. The firm name implies a focus on public finance advisory, but no firm-provided description of its services, client types, or investment activity is on file.

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 4
  • Tye Burgess

    Tye Burgess

    Senior Vice PresidentCRD 2579554

  • Laura Lewis

    Laura Lewis

    Principal & OwnerCRD 1957238

  • David Robertson

    David Robertson

    PrincipalCRD 4676290

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth