Lebenthal Wealth Advisors, LLC
Lebenthal Wealth Advisors, LLC (CRD# 169612) is a financial advisory firm headquartered in New York, NY. They manage $45,345,544 in 92 accounts and serve the financial needs of clients across 0 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts92ACCOUNTS
Average Account Value$492,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
William Joseph (CRD# 262313) is an Investment Advisor Representative working at Lebenthal Wealth Advisors, LLC in Bridgehampton, NY and has over 35 years of experience in the finance industry.
Andrew Stern (CRD# 2529034) is an Investment Advisor Representative working at Lebenthal Wealth Advisors, LLC in New York, NY and has over 17 years of experience in the finance industry.