Lebron Financial Services, Inc.
RIAState Registered
Total AUM
$899K
Discretionary
$899K
100% of AUM
Avg account
$89.9K
Accounts
10
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 297139
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lebron Financial Services, Inc. operates as an independent registered investment advisor (RIA) and is structured as a corporation. The firm primarily serves individual and family clients, offering a range of financial planning services, portfolio management for individuals and small businesses, and pension consulting. Additionally, Lebron Financial Services engages in the selection of other advisers and conducts educational seminars and workshops. The firm is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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