L
CRD: 331286
LBK Financial LLC
Whippany, NJ, 07981
2016024705
$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
2 yrs Firm Age
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- Custodian
- Barclays · Fidelity/NFS · Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2024
- Office Locations
- 1
Office Locations
51 Parsippany Road Whippany NJ
About LBK Financial LLC
LBK Financial LLC is a Whippany-based RIA. The firm has been operating for 2 years. Managing $14.6M in total assets under management, with 1 advisory representatives. They custody assets with Barclays and Fidelity/NFS. Services offered include Financial Planning.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Wave vector Ridge
Client Personas
Alpha harbor
Investment Vehicles
Wave
Services
Bridge frontier
Owner & Executives
D
DAREN P O'CONNOR
Chief Compliance Officer, Managing Member
- CRD
- #4292482
- Ownership
- 75% or more
(428) 721-9121
radial.insight@signalcapital.com
in linkedin.com/in/peak-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,598,233 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,598,233 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,598,233
Equity - Exchange:
14.6% Cash:
19.8% U.S. Government/Agency:
37.7% Corporate - Investment Grade:
27.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $916,987,114 | 14.6% |
| Cash | $1,243,585,264 | 19.8% |
| U.S. Government/Agency | $2,367,836,588 | 37.7% |
| Corporate - Investment Grade | $1,752,324,690 | 27.9% |
| Total | $6,280,733,656 | 100.0% |