LEBENTHAL GLOBAL ADVISORS, LLC

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

About LEBENTHAL GLOBAL ADVISORS, LLC

LEBENTHAL GLOBAL ADVISORS, LLC, formally registered with the SEC as LEBENTHAL GLOBAL ADVISORS, LLC. The firm was established in 05/31/2017. They have over 10 offices throughout the country.

LEBENTHAL GLOBAL ADVISORS, LLC is a Hauppauge, New York based Financial Planning firm with nearly $819,985,389 assets under management, offering retirement planning & investment advisory services to 3279 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283303
SEC#	801-110652
Assets Managed by Firm	$819,985,389
No. of Clients	3279
No. of Advisors	26

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

Firm Client Information

	No. of Clients	AUM
Firm Total	3279	$819,985,389
Individuals (other than high net worth individuals)	2007	$341,449,190
High net worth individuals	194	$385,147,742
Pension and profit sharing plans	75	$93,388,457

More Retirement Planning firms in Hauppauge, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

Explore More Retirement Advisors in Hauppauge, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.