Investment adviser · CRD 292222

LBC WEALTH ADVISORS

Investment adviser filing (IA)

CLEVELAND, OH, United States · Form ADV filed Feb 21, 2018

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 21, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

6060 PARKLAND BOULEVARD
CLEVELAND, OH, 44124, United States

CRD 292222

Filing source

Form ADV 1173733 · Feb 21, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.