LUBBOCK FINANCIAL SERVICES, INC.
Lubbock, Texas
5.0
1 Review
Lubbock Financial Services, Inc., a small investment advisory firm based out of Lubbock, TX, is dedicated to providing personalized financial solutions to their clients. With over 100 individual clients and more than $124,988,000 in assets under management, they have established a reputation for delivering exceptional service. Lubbock Financial Services, Inc. understands the importance of tailored financial planning and investment strategies. While they manage a diverse range of accounts, including 401Ks and individual funds, their expertise extends to managing employer funds as well. An impressive 96% of the assets they oversee ...
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Assets Under Mgmt

$124.99M

Investment Professionals

3

Locations

0

% 401K & Individual

18%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals or newsletters
Educational seminars/workshops
Other: CONSULTING
Disclosures
Attorney, accountant, or federal contractor privileges been revoked or suspended
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