The Lynd Group Advisors, LLC
Firm details
- Headquarters
- Ventura, California
- CRD number
- 169664
- Website
- thelyndgroup.com
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Lynd Group Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm acts as a capital allocator and provides fee-based advisory services, charging a percentage of assets under management alongside other fee arrangements. Its client-facing activities emphasize portfolio management for individuals and small businesses, manager selection (placing client assets with third‑party advisers), and delivery of educational seminars and workshops. The firm has an industry affiliation with an insurance company and does not identify as an active ESG investor.
Investments & Alternatives
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
Location
Ventura, CA
Ventura
Location
Ventura, CA
Headquartered in Ventura, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 801 S Victoria Ave
- Time zone
- PT (UTC-8)
- Office locations
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