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LBK FINANCIAL LLC
CRD 331286
51 PARSIPPANY ROAD, WHIPPANY, NJ, 07981, United States
Phone
(201) 602-4705
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.6M
Discretionary AUM
$14.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $565K |
| High net worth individuals | 5 | $14.0M |
Official SEC filing: View on IAPD