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LGL PARTNERS, LLC
CRD 289784 · SEC 801-111688
TWO LIBERTY PLACE, 50 S. 16TH STREET, FLOOR 34, PHILADELPHIA, PA, 19102, United States
Phone
610-545-6100
Fax
610-545-6101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.71B
Discretionary AUM
$722.7M
Team
38 total employees; 24 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $1.44B |
| Pooled investment vehicles | 3 | $270.6M |
States served
NY, PA, FL
Official SEC filing: View on IAPD