L&L PARTNERS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2017

Total AUM

$81.8M

Discretionary

$74M

90% of AUM

Avg account

$496K

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: SUFFERN, New York
CRD number: 140077
Registered since: September 8, 2017
Website: llpartnerswealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI66.25%
Individuals10.91%
Other Investment Advisers9.64%
Pension & Profit Sharing Plans6.62%
Charitable Organizations6.58%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

L&L Partners Wealth Management, LLC is a privately owned SEC-registered advisory firm that provides fee-based portfolio management to both individual/family and institutional clients. The firm focuses on discretionary portfolio management, using mutual funds and separately managed approaches as the core building blocks of client portfolios while also acting as a capital allocator to third-party managers when clients require dedicated alternative exposure. Services listed by the firm include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. L&L Partners reports it is not an active ESG investor and does not present itself as a multi-state adviser.