Lebenthal Asset Management, LLC

Lebenthal Asset Management, LLC (CRD# 146332) is a financial advisory firm headquartered in New York, NY. They manage $1,419,899,992 in 1,418 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,420
    MILLION
  • Total Number of Accounts
    1,418
    ACCOUNTS
  • Average Account Value
    $1,001,340
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

CO

Financial Advisors at Lebenthal Asset Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Paul T. Barbera
CRD#: 838346
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Paul Barbera (CRD# 838346) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in New York, NY and has over 19 years of experience in the finance industry.

2
John B. Carey
CRD#: 2519935
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

John Carey (CRD# 2519935) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in New York, NY and has over 23 years of experience in the finance industry.

3
Leila B. Heckman
CRD#: 2030240
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Leila Heckman (CRD# 2030240) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in New York, NY and has over 12 years of experience in the finance industry.

4
Alexandra Lebenthal
CRD#: 1638099
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Alexandra Lebenthal (CRD# 1638099) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in New York, NY and has over 29 years of experience in the finance industry.

5
James B. Lebenthal
CRD#: 1853491
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

James Lebenthal (CRD# 1853491) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in New York, NY and has over 18 years of experience in the finance industry.

6
Christopher C. Liu
CRD#: 4839905
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Christopher Liu (CRD# 4839905) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in New York, NY and has over 4 years of experience in the finance industry.

7
Grover L. McKean
CRD#: 1367975
Los Angeles, CA
93
Wealthminder
score

Grover McKean (CRD# 1367975) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

8
Robert J. Morgan
CRD#: 3040684
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Robert Morgan (CRD# 3040684) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in New York, NY and has over 6 years of experience in the finance industry.

9
John J. Mullin
CRD#: 2511230
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

John Mullin (CRD# 2511230) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in New York, NY and has over 20 years of experience in the finance industry.

10
Gregory W. Serbe
CRD#: 1253637
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Gregory Serbe (CRD# 1253637) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in New York, NY and has over 31 years of experience in the finance industry.

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