Lindsey Trost Group of Steward Partners

EST. AUM
$712,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website stewardpartners.com
Client types

Overview

In Dec 2024, Steward Partners announced the formation of the Lindsey-Trost Group, combining the Lindsey Group from Lake Oswego, Oregon, and Greg Trost's boutique advisory firm, Trost Financial, in Los Angeles.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lindsey Trost Group of Steward Partners

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company