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LADENBURG THALMANN ASSET MANAGEMENT INC
CRD 108604 · SEC 801-54909
640 FIFTH AVENUE, 4TH FL., NEW YORK, NY, 10019, United States
Phone
800-995-5267
Fax
212-409-2550
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.68B
Discretionary AUM
$1.83B
Team
30 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPROVIDE MODEL RECOMMENDATIONS TO OTHER RIAS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2638 | $585.6M |
| High net worth individuals | 291 | $634.4M |
| Investment companies | 5 | $449.6M |
| Pooled investment vehicles | 5 | $63.4M |
| Pension/profit sharing plans | 45 | $141.3M |
| Charitable organizations | 27 | $83.4M |
| Other investment advisers | 4 | $4.48B |
| Corporations/business entities | 139 | $233.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.SYMBIL.COM
- https://www.instagram.com/ltassetmngmt/
- https://x.com/philblancato
- https://www.linkedin.com/in/philip-s-blancato-b780891/
- HTTP://WWW.LINKEDIN.COM/IN/LADENBURG-THALMANN-ASSET-MANAGEMENT-13A86921
- HTTP://WWW.LTAM.COM
- HTTP://WWW.LADENBURGFUNDS.COM
- HTTP://WWW.THEBRESLINGROUP.COM
- https://x.com/LTAssetMgmt
- HTTPS://WWW.FACEBOOK.COM/LTASSETMANAGEMENT
Official SEC filing: View on IAPD