Herold & Lantern Investments, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
66
Avg account
$0

Firm details

Headquarters
Melville, New York
CRD number
30996
Registered since
November 9, 1992

Firm profile

FINTRX

Overview

Herold & Lantern Investments, Inc. is organized as a corporation with ownership that includes both a domestic entity and an individual. Public summary fields classify the firm as unclassified and indicate it does not function as a capital allocator. The firm does not present itself as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser, and it is not described as newly formed. Available profile fields do not specify the firm's advisory activities, fee model, or target client segments, so its investment focus and day-to-day advisory offerings are not described in source materials.

Assets & Accounts

Location & Offices

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Melville, NY

Suffolk

Location

Melville, NY

Headquartered in Melville, 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
35 Pinelawn Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth