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).

By the Numbers
  • Total Assets Under Management
    644
    MILLION
  • Total Number of Accounts
    2,997
    ACCOUNTS
  • 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
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.
Showing 1 - 1 of 1 top financial advisors.
1
Dominick Tavella
CRD#: 1069864
200 Parkway Drive South, Suite 200, Hauppauge, NY 11788

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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