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 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
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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