Lubitz Linda S Cfp Pa is a large advisory firm based in Miami. It manages $215.24 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New York, and Texas.
Lubitz Linda S Cfp Pa provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lubitz Linda S Cfp Pa is $215.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 199% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lubitz Linda S Cfp Pa for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Linda Story Lubitz is high net worth individuals with 83 clients and $151.18 million of assets under management. Among the 13 most similar advisory firms, Lubitz Linda S Cfp Pa has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $215.24 million for 165 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lubitz Linda S Cfp Pa doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Linda Story Lubitz has been acting as President since 1 Jan 1997. Jorge Padilla joined the executive team most recently as the Senior Client Advisor.
The principal office where Lubitz Linda S Cfp Pa performs its advisory services is located at 9350 S. Dixie Highway, Miami, FL 33156, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-670-4440 or by fax 305-670-4448. The normal business hours are 8:30 a.m.-5:30 p.m. on Monday - Friday. You can find more information about the New York firm at lubitzfinancial.com.