Lgl Partners, LLC

Lgl Partners, LLC (CRD# 289784) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,043,241,335 in 554 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,043
    MILLION
  • Total Number of Accounts
    554
    ACCOUNTS
  • Average Account Value
    $1,883,107
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

FL, NY, PA

Financial Advisors at Lgl Partners, LLC
No Advisor Found.
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