Lebenthal Financial Services, Inc.

Overview

Lebenthal Financial Services, Inc. is organized as a corporation and has been SEC-registered since 2006. Ownership is listed as individual and the firm's regulatory classification in the source is "unclassified." The FINTRX entry indicates the firm does not operate as a capital allocator and is not an active ESG investor. It is also not identified as a multi-state adviser, a pension consultant, or a related adviser. Publicly available profile fields in the dataset do not include explicit descriptions of the firm's client segments, fee schedules, or core advisory activities, so the firm’s target clientele and service model are not described in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices