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About Neal J. Von Stein of LBA WEALTH MANAGEMENT

Neal J. Von Stein is Member at Lba Wealth Management Llc and has been affiliated with Lba Wealth Management Llc since March-2009.

Lba Wealth Management Llc is an investment advisor that manages 310.5 MM dollars in regulatory AUM and has 21 employees, of which 3 perform investment advisory functions. The managers's latest filing has disclosed 178MM in positions, which represents 57% of the manager's regulatory AUM.

For more on Lba Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.5%/yr

Co-workers of Neal J. Von Stein at LBA WEALTH MANAGEMENT

Name Title In Position Since
David T. Albaneze Managing Member, Chief Investment Officer & Chief Compliance Officer October-2008
Richard D. Brock Member March-2009
David A. Brinson Member March-2009
Robert W. Hinckley Member March-2009
Harry M. Parsons Member March-2009
James R. White Member March-2009
William G. Shelton Member March-2009
William R. Morrow Member March-2009
Curtis L. Castetter Member March-2009
Joseph F. Cummings Member March-2009
Edward J. Grenadier Member March-2009
Mary C. Harrell Member March-2009
John E. Reynolds Member March-2009
Scott A. Steadman Member March-2009
Jamie L. Thomas Member March-2009
Robert A. Mckendry Member August-2010
Matthew B. Cochran Member February-2014
Daniel C. Brock Member January-2014
Donna J. Rivera Member October-2014
Jason K. Lafser Member October-2014

LBA WEALTH MANAGEMENT Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 12.00166% ETF -0.6% 2.28% -0.15% 0 4%
MDY 10.56308% ETF 0.81% 2.28% -0.15% 0 7%
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Neal J. Von Stein Office Address


Neal J. Von Stein Contact Information

Phone Number: 904.396.4015
Fax Number: 904.399.4012



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