H. L. Lichstrahl & Company, LLC

RIAState Registered
Total AUM
$82M
Discretionary
$82M
100% of AUM
Avg account
$3M
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
Arlington, Virginia
CRD number
112124
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI84.21%
  • Individuals10.94%
  • Pension & Profit Sharing Plans4.85%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

H. L. Lichstrahl & Company, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm manages portfolios for both individual and family clients and for business or institutional clients, charging fees based on a percentage of assets under management. Its advisory focus is portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Cash & Cash Equivalents 12%, US Government Bonds 9%, Investment Grade Corp Bonds 1%, Other 1%77%
  • Exchange Traded Equities77%
  • Cash & Cash Equivalents12%
  • US Government Bonds9%
  • Investment Grade Corp Bonds1%
  • Other1%

Owners & executives

1 of 1
  • Howard Lichstrahl

    Howard Lichstrahl

    Managing Member and Chief Investment OfficerCRD 864345

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
1550 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth