Overview
Assets Under Management: $820 million
Headquarters: HAUPPAUGE, NY
High-Net-Worth Clients: 194
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,279
Discretionary Accounts: 3,262
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 283303
Filing ID: 2002906
Last Filing Date: 2025-07-10 08:48:00
Website: https://lebenthal.com