LGL PARTNERS, LLC
Total AUM
$1.7B
Employees
38Clients
39Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
TWO LIBERTY PLACE, 50 S. 16TH STREET
FLOOR 34
PHILADELPHIA
PA 19102
United States
FLOOR 34
PHILADELPHIA
PA 19102
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
610-545-6100
Other Offices
3
Financials
Total AUM
$1.7B
Accounts
68Discretionary
$722.7M
Accounts
36Non-Discretionary
$985.2M
Accounts
32
Clients
HNW Individual Clients
36AUM
$1.4B
Pooled Vehicle Clients
3AUM
$270.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLNYPA
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.