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 registered with the SEC and has been on the register since 1996. The firm is organized as a corporation and is reported to be individually owned. FINTRX classifies the firm as unclassified and the dataset indicates it is not a capital allocator, not a multi-state adviser, not an active ESG investor, and is not identified as a pension consultant, related adviser, or newly formed adviser. The firm did not supply descriptions of its advisory or business activities in the provided records.

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
  • Laura Lewis

    Laura Lewis

    Principal & OwnerCRD 1957238

  • Jason Burningham

    Jason Burningham

    Principal and OwnerCRD 2285169

  • Tye Burgess

    Tye Burgess

    Senior Vice PresidentCRD 2579554

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Wealth teams

FINTRX

Newly hired reps

FINTRX

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