Overview
Assets Under Management: $644 million
Headquarters: HAUPPAUGE, NY
Frequently Asked Questions
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167243), LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. is subject to fiduciary duty under federal law.
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. is headquartered in HAUPPAUGE, NY.
According to their SEC Form ADV, LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. manages $644 million in client assets according to their SEC filing dated March 04, 2024.
According to their SEC Form ADV, LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Total Client Accounts: 2,997
Discretionary Accounts: 2,997
Regulatory Filings
CRD Number: 167243
Filing ID: 1831879
Last Filing Date: 2024-03-04 09:15:00