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LEBENS ADVISORY GROUP LLC
CRD 175089
17850 KENWOOD TRAIL DODD BLVD, SUITE 215, LAKEVILLE, MN, 55044, United States
Phone
(612) 961-0156
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$56.9M
Discretionary AUM
$52.6M
Team
3 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $23.6M |
| High net worth individuals | 20 | $29.0M |
| Pension/profit sharing plans | 10 | $4.3M |
All web addresses on file
Official SEC filing: View on IAPD