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Home > Retirement Planners > new york > hauppauge > LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
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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