LRB PUBLIC FINANCE ADVISORS, INC.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
39119
Registered since
September 26, 1996

Firm profile

FINTRX

Overview

LRB Public Finance Advisors, Inc. is organized as a corporation and has been SEC-registered since 1996. FINTRX classifies the firm as "Unclassified" and lists the owner type as individual. The dataset indicates the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. FINTRX provides no details about LRB Public Finance Advisors' advisory services, investment strategies, client types, or business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • TYE BURGESS

    Senior Vice PresidentCRD 2579554

  • LAURA LEWIS

    Principal & OwnerCRD 1957238

  • DAVID ROBERTSON

    PrincipalCRD 4676290

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
41 N Rio Grande St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth