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CRD 333779
OGLESBY, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL BRUCE BARRIE | Chartered Financial Consultant | OGLESBY, IL | 1 | 12 | n/a | no |
| Gregory James Vogel | Chartered Financial Consultant | OGLESBY, IL | 1 | 41 | 1 | no |
| John A Bellino | n/a | OGLESBY, IL | 1 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LBFP HOLDINGS, LLC | Owner | E | yes | 01/2025 | Dec 6, 2024 | Dec 6, 2024 |
| Vogel, Gregory, James | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | Na | yes | 01/2025 | Dec 6, 2024 | Dec 6, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 26, 2025 | $39.8M | $38.6M | 3 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $39.8M | n/a | n/a | n/a | n/a | 3 | n/a | 0 | n/a |