Lockebridge Partners, Inc

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Woburn, Massachusetts
CRD number
143163
Registered since
July 26, 2007

Firm profile

FINTRX

Overview

Lockebridge Partners, Inc. is organized as a corporation and is owned by an individual. Public records classify the firm as "Unclassified" and provide very limited detail about its advisory or business activities. The record flags the firm as not identifying itself as a capital allocator and not reporting active ESG investing activity. It also does not present itself as a multi-state adviser, a pension consultant, or a related adviser. There are no substantive disclosures about the firm's service offerings, target clients, fee model, or investment approach in the available data. That lack of detail makes it difficult to characterize how the firm positions itself in the market or the types of portfolios it manages.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Scott Waxler

    Scott Waxler

    Managing PartnerCRD 5287243

  • Ryan Waxler

    Ryan Waxler

    CRD 7955505

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth