LEBENTHAL FINANCIAL SERVICES, INC.

Overview

Lebenthal Financial Services, Inc. is listed as a corporation that has been SEC-registered since 2006 and is owned by an individual. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The dataset flags the firm as not an active ESG investor, not a multi-state adviser in the regulatory sense, not a newly formed adviser, not a pension consultant, and not a related adviser. FINTRX provides no details on the firm’s advisory activities, business lines, fee schedule, or client segments. The absence of those disclosures in the available profile limits visibility into target client types, service model (RIA, broker-dealer channel, or hybrid), and whether the firm offers wealth-management, fiduciary, or institutional solutions.

Assets & Accounts

Location & Offices