Luke
Crofts
Lindbrook Capital, LLC
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About this Advisor
Luke Crofts is a chartered financial analyst working out of Calabasas, California with 6 years of relevant experience. Crofts is on the advisory team at Lindbrook Capital, LLC. Over the course of their career, Crofts has held roles at Lindbrook Capital, LLC, Ascap and Intuit. Crofts is approved to work in California. Lindbrook Capital, LLC is a company operating out of Calabasas, CA. The company has offices in four locations and a total of 10 financial advisors. It administers $3 billion in assets under management between its 2,468 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 2,468 customer accounts, 66% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Lindbrook Capital, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lindbrook Capital, LLC Brokerage Details
$2,968,250,317
10
2,468
$1,202,695
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Luke Crofts Work History
Luke has been registered as a financial advisor for 6 years.*
Lindbrook Capital, LLC
Ascap
Intuit
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Luke Crofts 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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