Lebenthal Diversified Asset Management Inc.
Lebenthal Diversified Asset Management Inc. (CRD# 167243) is a financial advisory firm headquartered in Hauppauge, NY. They manage $643,879,807 in 2,997 accounts and serve the financial needs of clients across 16 states (or territories).
Current Firm Details
Lebenthal Diversified Asset Management Inc.
By the Numbers
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Total Assets Under Management644MILLION
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Total Number of Accounts2,997ACCOUNTS
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Average Account Value$214,841
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, FL, GA, IN, MA, NC, NH, NJ, NV, NY, PA, SC, TX, VA
Financial Advisors at Lebenthal Diversified Asset Management Inc.
1
Dominick Tavella (CRD# 1069864) is an Investment Advisor Representative working at Lebenthal Diversified Asset Management Inc. in Hauppauge, NY and has over 30 years of experience in the finance industry.
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