Tyler
Dritz
Lindbrook Capital, LLC
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About this Advisor
Tyler Dritz is a chartered financial analyst operating out of Calabasas, California who has 12 years of industry experience. Dritz is on the advisory team at Lindbrook Capital, LLC. They have spent the entirety of their time as a financial advisor at Lindbrook Capital, Llc. Dritz maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Lindbrook Capital, LLC is a financial advisory company headquartered in 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 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 14 charitable organizations. Of its 2,468 accounts, 66% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Lindbrook Capital, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules typically depend on which service is offered. However, fee types charged by Lindbrook Capital, LLC can include any combination 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
Tyler Dritz Work History
Tyler 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 Tyler Dritz 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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