LEBENTHAL GLOBAL ADVISORS, LLC

200 Parkway Drive South
Suite 200
Hauppauge, New York 11788
Tel: 516-785-1800

About LEBENTHAL GLOBAL ADVISORS, LLC

LEBENTHAL GLOBAL ADVISORS, LLC, formally registered with the SEC as LEBENTHAL GLOBAL ADVISORS, LLC. The firm was established in 05/31/2017. They have over 10 offices throughout the country.

LEBENTHAL GLOBAL ADVISORS, LLC is a Hauppauge, New York based Financial Planning firm with nearly $819,985,389 assets under management, offering retirement planning & investment advisory services to 3279 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283303
SEC#	801-110652
Assets Managed by Firm	$819,985,389
No. of Clients	3279
No. of Advisors	26

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	3279	$819,985,389
Individuals (other than high net worth individuals)	2007	$341,449,190
High net worth individuals	194	$385,147,742
Pension and profit sharing plans	75	$93,388,457

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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