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LEBENTHAL WEALTH ADVISORS, LLC
NEW YORK, NY
(212) 425-6006
SEC #801-78930Total AUM
$45.3M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
410 PARK AVENUE
SUITE 610
NEW YORK
NY 10022
United States
SUITE 610
NEW YORK
NY 10022
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(212) 425-6006
Financials
Total AUM
$45.3M
Accounts
92Discretionary
$45.3M
Accounts
92Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
MIMTNDNJNYORTXWA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.