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. The firm is owned by an individual and is classified in FINTRX as "Unclassified." Available records indicate it is not designated as a capital allocator, not active on ESG investing, not registered as a multi-state adviser, and it is not listed as a pension consultant or related adviser. FINTRX does not provide descriptions of the firm’s advisory activities, client types, fee structure, or specific business lines.

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

    Tye Burgess

    Senior Vice PresidentCRD 2579554

  • Laura Lewis

    Laura Lewis

    Principal & OwnerCRD 1957238

  • David Robertson

    David Robertson

    PrincipalCRD 4676290

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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

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