Lebenthal Financial Services, Inc.

Overview

Lebenthal Financial Services, Inc. is organized as a corporation and has been SEC-registered since 2006. Public filings identify the firm as individually owned and list its regulatory classification as unclassified. The available profile contains only limited detail about the firm's advisory mandates, fee schedule, or client segmentation. Several regulatory flags in the snapshot clarify what the firm is not: it is not designated as a capital allocator, is not identified as an active ESG investor, and is not marked as a pension consultant or related adviser. The firm is also not labeled as a multi-state adviser in the registry and is not newly formed, per the current record.

Location & Offices