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Lebenthal Wealth Advisors

EST. AUM
$971,848,436

CONTACTS
1

CLIENT ACCOUNTS
3,546

Firm Details

Metro area New York City
CRD Number 283303
Website lebenthal.com
Client types

Overview

Its objectives are to preserve the client's wealth, achieve a reasonable rate of return, and counter the erosive effects of inflation and taxes. They know that a proper asset allocation among cash, equity, fixed-income securities and alternative investments can be an effective way to pursue investment goals. They believe the formula for investment management should include the key components of skilled investment research, long-term planning and a well-managed professional relationship.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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