Lebens Advisory Group LLC
Firm details
- Headquarters
- Lakeville, Minnesota
- CRD number
- 175089
- Website
- lebensadvisorygroup.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50.99%
- Individuals41.45%
- Pension & Profit Sharing Plans7.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lebens Advisory Group LLC is an independent Registered Investment Adviser organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Its fee model includes both percentage‑of‑AUM and fixed‑fee arrangements. The firm lists an affiliation with an insurance company and does not market itself as an ESG investor.
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 Equities70%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities2%
- US Government Bonds2%
Contacts
1 of 1
Steven Lebens
OwnerCRD 2216949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakeville, MN
Dakota
Location
Lakeville, MN
Headquartered in Lakeville, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Dakota
- Address
- 17850 Kenwood Trl Dodd Blvd
- Time zone
- CT (UTC-6)
- Office locations
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