LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

HAUPPAUGE, New York·1 registered advisor·CRD# 167243
SEC# 801-779601516-785-1800
01

Firm Overview

AUM
$644M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

1 registered advisor
Randi Patrice Mason
BELLMORE, New York
05

Office Locations

BELLMORE, New York
1 advisor

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Data sourced from SEC Form ADV filings. LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. (CRD# 167243) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.