Martha
Maley
Lindbrook Capital, LLC
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About this Advisor
Martha Maley is a financial advisor based out of Calabasas, California who has 12 years of industry experience. Maley works at Lindbrook Capital, LLC. They have spent their entire career at Lindbrook Capital, Llc. Maley has a Series 63 license, qualifying them as a securities representative, and is able to serve investors in California. Lindbrook Capital, LLC is an advisory business operating out of Calabasas, CA. The investment advisory business has offices in four locations and a total of 10 advisors. It administers $3 billion in assets between its 2,468 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 2,468 accounts, 66% are held by high-net-worth individuals who have more than $1 million in investable assets. Lindbrook Capital, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on the financial services offered. However, fee types charged by Lindbrook Capital, LLC can be comprised of 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
Martha Maley Work History
Martha has been registered as a financial advisor for 12 years.*
Lindbrook Capital, LLC
*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 Martha Maley 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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