Lebenthal Financial Services, Inc.

Overview

Lebenthal Financial Services, Inc. is organized as a corporation and appears to be privately controlled by an individual owner. Publicly reported classification for the firm is listed as unclassified. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It also does not report activity as a pension consultant, a related adviser, or a multi-state adviser. The dataset contains minimal operational detail: specific advisory activities, fee schedules, client segments, and investment preferences are not described in the available records.

Assets & Accounts

Location & Offices