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 organized as a corporation and has been registered with the SEC since 2007. The business is owned by an individual and is listed in the source data as an unclassified adviser. The firm is not identified as a capital allocator, does not report activity as an ESG investor, and is not flagged as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. Available records do not include descriptive details about Lockebridge Partners, Inc.’s advisory services, client types, or investment strategy. The firm likewise has not disclosed activities or affiliations in the provided dataset.
Assets & Accounts
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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