H. L. LICHSTRAHL & COMPANY, LLC

Overview

H. L. Lichstrahl & Company, LLC is a small, fee‑based advisory firm that runs discretionary portfolios for private individuals, families and institutional clients. The firm shows a clear preference for equities as the primary building block of client portfolios: exchange‑traded equities represent the largest portion of its managed assets. Advisory services are centered on portfolio management for both individual/small business clients and larger business or institutional relationships, delivered on a percentage‑of‑AUM fee model. The firm is owner‑managed and does not position itself as an active ESG investor or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices