LEBENTHAL ASSET MANAGEMENT, LLC

NEW YORK, New York·1 registered advisor·CRD# 146332
SEC# 801-68831212-425-6006
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Fixed fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEBENTHAL ASSET MANAGEMENT, LLC

1 registered advisor
James Beymer Lebenthal
NEW YORK, New York
CFA
05

Office Locations

NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. LEBENTHAL ASSET MANAGEMENT, LLC (CRD# 146332) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.