Lindbrook Capital is an investment advisor in Calabasas with $2.73 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
275181934
SEC advisor number
801-72193
FINRA CRD number
155812
AUM ?
$3.19 bn
(as of 14 Mar 24)
Accounts
2,639
(as of 14 Mar 24)
Employees
10
(6 investment advisory or research)
Address
Lindbrook Capital
23975 PARK SORRENTO
STE. 230
CALABASAS
X1 91302
23975 PARK SORRENTO
STE. 230
CALABASAS
X1 91302
Phone
424-208-8000
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21