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Building 2LGL PARTNERS, LLC

Map pinPHILADELPHIA, PA
Phone610-545-6100
NotebookSEC #801-111688
Total AUM
$1.7B
Employees
38
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO LIBERTY PLACE, 50 S. 16TH STREET
FLOOR 34
PHILADELPHIA
PA 19102
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
610-545-6100
Other Offices
3

ReceiptFinancials

Total AUM
$1.7B
Accounts
68
Discretionary
$722.7M
Accounts
36
Non-Discretionary
$985.2M
Accounts
32

ContactClients

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HNW Individual Clients
36
AUM
$1.4B
Pooled Vehicle Clients
3
AUM
$270.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYPA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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