LGL PARTNERS, LLC

2 Liberty Place, 50 S. 16th Street
Floor 34
Philadelphia, Pennsylvania 19102
Tel: 610-545-6100

About LGL PARTNERS, LLC

LGL PARTNERS, LLC, formally registered with the SEC as LGL PARTNERS, LLC. The firm was established in 09/13/2017. They have over 4 offices throughout the country.

LGL PARTNERS, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $1,203,210,000 assets under management, offering retirement planning & investment advisory services to 1094 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289784
SEC#	801-111688
Assets Managed by Firm	$1,203,210,000
No. of Clients	1094
No. of Advisors	30

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1094	$1,203,210,000
High net worth individuals	65	$1,021,637,000

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