Dba Lebenthal Asset Management, LLC

Dba Lebenthal Asset Management, LLC (CRD# 107460) is a financial advisory firm headquartered in New York, NY. They manage $244,825,000 in 185 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    245
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $1,323,378
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, WI

Financial Advisors at Dba Lebenthal Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David J. Yucius
CRD#: 1831286
230 Park Avenue, 32nd Floor, New York, NY 10169
96
Wealthminder
score

David Yucius (CRD# 1831286) is an Investment Advisor Representative working at Dba Lebenthal Asset Management, LLC in New York, NY and has over 25 years of experience in the finance industry.

2
Michael T. Doyle
CRD#: 4438243
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Michael Doyle (CRD# 4438243) is an Investment Advisor Representative working at Dba Lebenthal Asset Management, LLC in New York, NY and has over 14 years of experience in the finance industry.

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