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Building 2LEBENTHAL GLOBAL ADVISORS, LLC

Map pinHAUPPAUGE, NY
Phone516-785-1800
NotebookSEC #801-110652
Total AUM
$971.8M
Employees
30
Clients
2,465

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 PARKWAY DRIVE SOUTH
SUITE 200
HAUPPAUGE
NY 11788
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
516-785-1800
Other Offices
10

ReceiptFinancials

Total AUM
$971.8M
Accounts
3,546
Discretionary
$948.7M
Accounts
3,527
Non-Discretionary
$23.1M
Accounts
19

ContactClients

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Individual Clients
2,165
AUM
$385.4M
HNW Individual Clients
220
AUM
$478.5M
Pension/Profit Sharing Plan Clients
80
AUM
$108M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAINMAMDMEMINCNHNJNVNYPARISCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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