4
CRD: 121244
4LB Investments, LLC
SAN Diego, CA
8582323489
$20.5M Total AUM
$20.5M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-07-2002
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About 4LB Investments, LLC
4LB Investments, LLC is a SAN Diego-based RIA. The firm has been operating for 23 years. Managing $20.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
60 AVG AGE
$20.5M AVG AUM / ADVISOR
$293.4K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
Wave eagle
Investment Vehicles
Vertex focus
Owner & Executives
J
JOHN LLOYD BRACKEN JR.
Chief Executive Officer
- CRD
- #4118096
- Ownership
- 75% or more
(485) 616-1995
quantum.focus@legacycapital.com
in linkedin.com/in/element-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,536,132 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,536,132 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,536,132
Cash:
69.3% Equity - Exchange:
30.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $903,472,205 | 69.3% |
| Equity - Exchange | $400,239,490 | 30.7% |
| Total | $1,303,711,695 | 100.0% |