Lobos Creek Investors LLC

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
342724
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Lobos Creek Investors LLC is a California limited liability company that provides portfolio management services to individuals and small businesses. FINTRX shows the firm is registered with the SEC (registration year: Unknown). Ownership is listed as individual, the firm is categorized as unclassified, and its stated fee model is a percentage of assets under management. FINTRX flags it as not an active ESG investor and not a multi-state adviser; it is also not identified as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Matthew Gordon

    Matthew Gordon

    FounderCRD 6584000

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
71 Stevenson St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth