LBG ADVISOR

LBG ADVISOR of IRVINE, CA is an SEC-registered investment adviser (CRD 164065). Regulatory assets under management: $11.4M.

Registration

• CRD: 164065
• Type: Registered investment adviser
• Location: 2030 MAIN STREET, STE 1300, IRVINE, CA, 92614
• Phone: 800-484-0350
• Latest filing: 2026-03-16
• Regulatory AUM: $11.4M
• Discretionary AUM: $11.4M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164065 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search