LASHBROOK FINANCIAL ADVISORS, PA
Legal name: LASHBROOK FINANCIAL ADVISORS PA
CRD #106553 SEC #801-28870 FT LAUDERDALE, FL 954-581-8112
SEC Registered
Total AUM
$9.2M
Discretionary
$0
Employees
5
Clients
51
Accounts
80
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LASHBROOK FINANCIAL ADVISORS, PA | DE | PRESIDENT, CCO | E | Control |
| LASHBROOK GARTH DAVID | DE | PRESIDENT | E | Control |
| LASHBROOK GARTH DAVID | DE | PRESIDENT, CCO | E | Control |
| LASHBROOK, GARTH, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2007 REGISTERED
Address
4481 STIRLING ROADFT LAUDERDALE, FL 33314
USA
Phone: 954-581-8112