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LEBENTHAL GLOBAL ADVISORS, LLC
CRD 283303 · SEC 801-110652
200 PARKWAY DRIVE SOUTH, SUITE 200, HAUPPAUGE, NY, 11788, United States
Phone
516-785-1800
Fax
518-657-3149
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$971.8M
Discretionary AUM
$948.7M
Team
30 total employees; 27 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2165 | $385.4M |
| High net worth individuals | 220 | $478.5M |
| Pension/profit sharing plans | 80 | $108.0M |
States served
AZ, CA, CO, DE, GA, IN, ME, MD, MA, MI, NV, NJ, NY, NC, PA, RI, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD