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LEBENTHAL GLOBAL ADVISORS, LLC
LEBENTHAL GLOBAL ADVISORS, LLC
HAUPPAUGE, New York
·
5 registered advisors
·
CRD# 283303
SEC# 801-110652
9
516-785-1800
01
Firm Overview
AUM
$713M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
5
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 Planning
Investment Management
04
Advisors at LEBENTHAL GLOBAL ADVISORS, LLC
5 registered advisors
Dominick Tavella
HAUPPAUGE, New York
CRD# 1069864
Jordan Ladd Kimmel
HAUPPAUGE, New York
CRD# 1442791
Michael Avery Hartzman
HAUPPAUGE, New York
CRD# 2216133
Michael John Tavella
HAUPPAUGE, New York
CRD# 6106362
Thomas Francis Katovitz
HAUPPAUGE, New York
CRD# 1136616
05
Office Locations
HAUPPAUGE, New York
5 advisors
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Data sourced from SEC Form ADV filings. LEBENTHAL GLOBAL ADVISORS, LLC (CRD# 283303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.