LBK Financial LLC

Overview

LBK Financial LLC is a state registered investment adviser based in Whippany, NJ, registered since 2024. It reports $14.6M in assets under management across 23 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$14.6M

Discretionary

100%

Accounts

23

Average account

$635K

Employees

1

Advisory reps

1

Registered since

2024

Jurisdictions

1

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Daren P O'Connor Managing Member, Chief Compliance Officer CRD 4292482

Advisory reps 1 of 1

• Daren P O'Connor Investment Adviser Rep CRD 4292482

Location

Headquarters

51 Parsippany Rd
Whippany, NJ 07981

County

Morris

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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