Overview
Assets Under Management: $820 million
Headquarters: HAUPPAUGE, NY
High-Net-Worth Clients: 194
Average Client Assets: $2 million
Frequently Asked Questions
LEBENTHAL GLOBAL ADVISORS, LLC 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 #283303), LEBENTHAL GLOBAL ADVISORS, LLC is subject to fiduciary duty under federal law.
LEBENTHAL GLOBAL ADVISORS, LLC is headquartered in HAUPPAUGE, NY.
LEBENTHAL GLOBAL ADVISORS, LLC serves 194 high-net-worth clients according to their SEC filing dated July 10, 2025. View client details ↓
According to their SEC Form ADV, LEBENTHAL GLOBAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LEBENTHAL GLOBAL ADVISORS, LLC manages $820 million in client assets according to their SEC filing dated July 10, 2025.
According to their SEC Form ADV, LEBENTHAL GLOBAL ADVISORS, LLC 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
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