RIA Intel›Advisers›New Jersey›LBK FINANCIAL LLC

LBK FINANCIAL LLC

Advisory

WHIPPANY, NJ

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account

$635K

across 23 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

MDC FINANCIAL CONSULTING, LLC

$15M

MOUNTAIN AVENUE CAPITAL LLC

$15M

ESTEE ADVISORS LLC

SHORT HILLS, NJ

$15M

MR ADVISORS, LLC

$14M

CHUISANO AND ALBERT, L.L.C.

OLD BRIDGE, NJ

$15M

HOSSEINI-NEJAD MOHAMMAD

$14M

Get the full picture on LBK FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LBK FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans