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LINDSEY FINANCIAL, INC.
CRD 291971
1980 ORANGE TREE LANE, SUITE 270, REDLANDS, CA, 92374, United States
Phone
909-335-6800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 14 broker-dealer reps
Clients
26-50
Fees
Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $0 |
| High net worth individuals | 13 | $0 |
All web addresses on file
Official SEC filing: View on IAPD