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FIRM PROFILE
Overview
LRB PUBLIC FINANCE ADVISORS, INC. is located at 41 N. Rio Grande, Suite 101, Salt Lake City, UT 84101 and was first established at Denver, Utah in 05/07/1995. After operating for 31 years, LRB PUBLIC FINANCE ADVISORS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LRB PUBLIC FINANCE ADVISORS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. LRB PUBLIC FINANCE ADVISORS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LRB PUBLIC FINANCE ADVISORS, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LRB PUBLIC FINANCE ADVISORS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LRB PUBLIC FINANCE ADVISORS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for LRB PUBLIC FINANCE ADVISORS, INC. Comes From
Understanding the Statistics for LRB PUBLIC FINANCE ADVISORS, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
41 N. Rio Grande, Suite 101, Salt Lake City, UT 84101
41 N. Rio Grande, Suite 101, Salt Lake City, UT 84101
Small
(801) 596-0700
Utah since 05/07/1995
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at LRB PUBLIC FINANCE ADVISORS, INC.
Laura Danielle Lewis
Jason Willey Burningham
David Michael Robertson
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