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).
Current Firm Details
Lebenthal Asset Management, LLC
By the Numbers
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Total Assets Under Management1,420MILLION
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Total Number of Accounts1,418ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Lebenthal Asset Management, LLC
No Advisor Found.
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