LNB Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 338173
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.2%
- HNWI40.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LNB Financial LLC is an independent registered investment adviser operating as a limited liability company with individual ownership. The firm provides fee-based portfolio management for both individuals/families and business or institutional clients, charging a percentage of assets under management. Their advisory services include discretionary portfolio management across client types. The firm identifies as an active ESG investor, and its stated allocation activity and manager preferences emphasize publicly available pooled vehicles alongside targeted allocations to alternative exposure.
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities6%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Larry Brunette
President, CEO and CCOCRD 2758433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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