Lockebridge Partners, Inc
Firm details
- Headquarters
- Woburn, Massachusetts
- CRD number
- 143163
- Registered since
- July 26, 2007
- Website
- www.lockebridge.com
Firm profile
FINTRXOverview
Lockebridge Partners, Inc. is a corporately organized investment adviser that registered with the SEC in 2007 and is privately owned by an individual. Public filings and the provided snapshot offer very little on the firm's business model or client segmentation; the adviser is labeled "unclassified" for its business classification. The firm does not identify as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser and is not listed as a pension consultant or related adviser in the available data.
Assets & Accounts
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
Contacts
3 of 3
Ryan Waxler
CRD 7955505
Scott Waxler
Managing PartnerCRD 5287243
Daniel Beaton
FinOpCRD 4240769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woburn, MA
Middlesex
Location
Woburn, MA
Headquartered in Woburn, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 100 Sylvan Rd
- Time zone
- ET (UTC-5)
- Office locations
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