Lebenthal Global Advisors, LLC

RIASEC Registered
Total AUM
$972M
Discretionary
$949M
98% of AUM
Avg account
$274K
Accounts
3,546
Employees
30
Advisory reps
25

Firm details

Headquarters
Hauppauge, New York
CRD number
283303
Registered since
May 31, 2017
Website
www.lebenthal.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI49.23%
  • Individuals39.66%
  • Pension & Profit Sharing Plans11.11%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Lebenthal Global Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm has been SEC-registered since 2017. Its client base spans high-net-worth individuals and families as well as institutional clients. Core advisory services include portfolio management for individuals and small businesses and pension consulting. Fee arrangements combine asset-based fees and fixed-fee engagements. The firm reports affiliations with broker-dealers, other investment advisers and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 18%, Cash & Cash Equivalents 6%, US Government Bonds 1%, State & Local Bonds 1%, Other 1%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Dominick Tavella

    Dominick Tavella

    President, CIOCRD 1069864

  • Michael Tavella

    Michael Tavella

    Chief Financial OfficerCRD 6106362

Contacts

3 of 23
  • Tracy Byrnes

    Tracy Byrnes

    Vice PresidentCRD 7034149

  • David Walker

    David Walker

    Investment Advisor RepresentativeCRD 6193025

  • Amanda Khait

    Amanda Khait

    Registered RepresentativeCRD 6556149

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$614M in ETFs

Passive

76%

$467M

Active

21%

$147M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ)FidelityPassiveLarge Growth$54.9M531,6558.94%
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Location

Primary office

Hauppauge, NY

Suffolk

Location

Hauppauge, NY

Headquartered in Hauppauge, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
200 Parkway Dr S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth