LBK FINANCIAL LLC

LBK FINANCIAL LLC of WHIPPANY, NJ is an SEC-registered investment adviser (CRD 331286). Regulatory assets under management: $14.6M.

Registration

• CRD: 331286
• Type: Registered investment adviser
• Location: 51 PARSIPPANY ROAD, WHIPPANY, NJ, 07981
• Phone: (201) 602-4705
• Latest filing: 2026-02-26
• Regulatory AUM: $14.6M
• Discretionary AUM: $14.6M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331286 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search