H. L. Lichstrahl & Company, LLC
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 112124
- Website
- lichstrahl.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents12%
- US Government Bonds9%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
1 of 1
Howard Lichstrahl
Managing Member and Chief Investment OfficerCRD 864345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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