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Home > Retirement Planners > pennsylvania > philadelphia > LGL PARTNERS, LLC
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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