LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

200 Parkway Drive South
Suite 200
Hauppauge, New York 11788
Tel: 516-785-1800

About LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC, formally registered with the SEC as LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. The firm was established in 04/26/2013. They have over 2 offices throughout the country.

LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. is a Hauppauge, New York based Financial Planning firm with nearly $750,403,368 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167243
SEC#	801-77960
Assets Managed by Firm	$750,403,368
No. of Clients	1
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$750,403,368
Other investment advisers	Fewer than 5 clients	$750,403,368

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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