Lebenthal Global Advisors, LLC
Hauppauge, NY·SEC-registered · CRD #283303
Lebenthal Global Advisors, LLC is an SEC-registered investment advisory firm in Hauppauge, NY managing $972M across 3.6k client accounts, with 27 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$972M
Client accounts
3.6k
Advisory staff
27
Fee model
Fee-based
How Lebenthal Global Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lebenthal Global Advisors, LLC
How much does Lebenthal Global Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/12/2026), Lebenthal Global Advisors, LLC reports $972M in regulatory assets under management across roughly 3.6k client accounts.
How does Lebenthal Global Advisors, LLC charge?
Lebenthal Global Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lebenthal Global Advisors, LLC a fiduciary?
Yes. Lebenthal Global Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #283303), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lebenthal Global Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lebenthal Global Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Hauppauge, NY
Profile compiled from Lebenthal Global Advisors, LLC's public SEC Form ADV filing (CRD #283303, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lebenthal Global Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lebenthal Global Advisors, LLC? Claim this profile.