Benjamin
Posen
Lindbrook Capital, LLC
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About this Advisor
Benjamin Posen is a financial advisor based in Calabasas, California, working with Lindbrook Capital, LLC. Benjamin has previously held a position at Lindbrook Capital, LLC. Benjamin has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Benjamin is part of Lindbrook Capital, LLC, which operates out of Calabasas, California. The firm has 4 offices and 10 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lindbrook Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Lindbrook Capital, LLC Brokerage Details
$3,193,035,807
10
2,639
$1,209,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Benjamin Posen Work History
Lindbrook Capital, LLC
Disclosures
Please visit the SEC profile of Benjamin Posen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lindbrook Capital, LLC
Calabasas, CA
Calabasas, CA
Calabasas, CA
Calabasas, CA
Calabasas, CA
Calabasas, CA
New York, NY
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