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 registered with the SEC (initial registration year recorded as 2007) and is organized as a corporation with individual ownership. FINTRX classifies the firm as "Unclassified." The database indicates the firm is not a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX does not provide descriptive entries for the firm's client base, fee model, advisory activities, or broader business activities.
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
Daniel Beaton
FinOpCRD 4240769
Scott Waxler
Managing PartnerCRD 5287243
Ryan Waxler
CRD 7955505
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
Similar firms
Garrett Nagle & Co, Inc.
Broker-DealerWoburn, MA
Natixis Distribution, LLC
Broker-DealerBoston, MA
BJC Capital Advisors LLC
Broker-DealerManchester, MA
Boston Partners Securities, L.L.C.
Broker-DealerBoston, MA
Ss&C Market Services, LLC
Broker-DealerBoston, MA
Clarendon Insurance Agency, Inc.
Broker-DealerWaltham, MA