LINDA S. LUBITZ, CFP?, PA of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 108648). Regulatory assets under management: $317.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Linda Lubitz Boone | CHIEF COMPLIANCE OFFICER; PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| Jorge Padilla | CEO/PRESIDENT; CEO/PRESIDENT/CCO; PRESIDENT (+1 more) | Landisville, PA |
| LUBITZ LINDA STORY | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BOONE LINDA LUBITZ | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| PACE GEORGE SALVATORE | CHIEF COMPLIANCE OFFICER | — |
| BOONE LINDA STORY | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| PADILLA JORGE | PRINCIPAL; SENIOR CLIENT ADVISOR | — |
| CHENG GREGORY STEVEN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 305-670-4440 |
| — | — | 1 | 305-670-4440 |
| — | — | 1 | 305-670-4440 |
| — | — | 1 | 305-670-4440 |