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 listed in FINTRX as a corporation that has been SEC-registered since 2007 and is owned by an individual. The database classifies the firm as "Unclassified" and does not identify it as a capital allocator. FINTRX also flags that the adviser is not active on ESG, is not registered as a multi-state adviser, and is not marked as a newly formed adviser, pension consultant, or related adviser. The FINTRX profile does not supply descriptive detail about the firm’s advisory services, fee structure, or target client segments. Those operational and business specifics are therefore not available from the provided dataset.
Assets & Accounts
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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