L&L PARTNERS WEALTH MANAGEMENT, LLC

74 Lafayette Avenue, Suite 101
Suffern, New York 10901
Tel: 845-368-1103

About L&L PARTNERS WEALTH MANAGEMENT, LLC

L&L PARTNERS WEALTH MANAGEMENT, LLC, formally registered with the SEC as L&L PARTNERS WEALTH MANAGEMENT, LLC. The firm was established in 09/08/2017. They have over 1 offices throughout the country.

L&L PARTNERS WEALTH MANAGEMENT, LLC is a Suffern, New York based Financial Planning firm with nearly $66,512,048 assets under management, offering retirement planning & investment advisory services to 152 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140077
SEC#	801-111661
Assets Managed by Firm	$66,512,048
No. of Clients	152
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	152	$66,512,048
Individuals (other than high net worth individuals)	27	$7,935,250
High net worth individuals	43	$47,354,288
Charitable organizations	1	$3,803,990
Other investment advisers	1	$7,418,520

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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

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