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).
Current Firm Details
Lgl Partners, LLC
By the Numbers
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Total Assets Under Management1,043MILLION
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Total Number of Accounts554ACCOUNTS
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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
Registered Investment Advisor
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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