Lobdell & Lane Wealth Management

Finance · California, United States · 201-500 Employees

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Overview

Headquarters

831 E 2nd St Ste 202, Benicia, Californi...

Phone Number

(707) 745-3939

Revenue

$12.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lobdell & Lane Wealth Management

Lobdell & Lane Wealth Management is an independent investment advisory firm with offices in Benicia, CA. We provide comprehensive wealth management, financial advisory and retirement planning services, financial consulting and planning. Securities offered through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory Services are offered through First Allied Advisory Services, a registered investment adviser. First Allied is under separate ownership from any other named entity.Explore more
Lobdell & Lane Wealth Management's Social MediaPopular SearchesLobdell & Lane Wealth ManagementLobdell and Lane Wealth ManagementLobdell & Lane Wealth Management" IncLobdell Investments Wealth Management IncLobdell & Lane Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Lobdell & Lane Wealth Management Org Chart

PhoneEmail
JB
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Manager, Client Services

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Lobdell & Lane Wealth Man...

$12.2M
201-500
Private
-
2003
JB
Joy BargerManager, Client Services
$39.5M
51-200
Private
<$5M
1996
$19.5M
51-200
Private
-
1962
N/A
$18.4M
51-200
Private
-
2001
RW
Robert WofchuckManaging Member
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$7.6M
51-200
Private
-
2010
GH
Gary HatchDirector, Human Resources
<$5M
51-200
Private
-
2002
TS
Tim SnowManaging Director and Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lobdell & Lane Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lobdell & Lane Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lobdell & Lane Wealth Management.

Lobdell & Lane Wealth Management Tech Stack

A closer look at the technologies used by Lobdell & Lane Wealth Management

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Frequently Asked Questions Regarding Lobdell & Lane Wealth Management

What is Lobdell & Lane Wealth Management's official website?
Lobdell & Lane Wealth Management's official website is www.lobdellandlane.com
What is Lobdell & Lane Wealth Management's Revenue?
Lobdell & Lane Wealth Management's revenue is $12.2 Million
What is Lobdell & Lane Wealth Management's SIC code?
Lobdell & Lane Wealth Management's SIC: 62,628
What is Lobdell & Lane Wealth Management's NAICS code?
Lobdell & Lane Wealth Management's NAICS: 52,523
How many employees does Lobdell & Lane Wealth Management have?
Lobdell & Lane Wealth Management has 201-500 employees
What industry does Lobdell & Lane Wealth Management belong to?
Lobdell & Lane Wealth Management is in the industry of: Finance, Securities Trading
What is Lobdell & Lane Wealth Management competition?
Lobdell & Lane Wealth Management top competitors include: Coldstream Holdings, Harris Financial Group, Snow Financial Group, Disciplined Equities Management
What technology does Lobdell & Lane Wealth Management use?
Some of the popular technologies that Lobdell & Lane Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Font API, Microsoft 365
How do I contact Lobdell & Lane Wealth Management?
Lobdell & Lane Wealth Management contact info: Phone number: (707) 745-3939 Website: www.lobdellandlane.com
What does Lobdell & Lane Wealth Management do?

Lobdell & Lane Wealth Management is an independent investment advisory firm with offices in Benicia, CA. We provide comprehensive wealth management, financial advisory and retirement planning services, financial consulting and planning. Securities offered through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory... Services are offered through First Allied Advisory Services, a registered investment adviser. First Allied is under separate ownership from any other named entity.Read More

What are Lobdell & Lane Wealth Management social media links?
Lobdell & Lane Wealth Management Linkedin page Lobdell & Lane Wealth Management Facebook page
Is Lobdell & Lane Wealth Management a public company?
Lobdell & Lane Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Lobdell & Lane Wealth Management

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