Lebenthal Financial Services, Inc.

Overview

Lebenthal Financial Services, Inc. is a corporate SEC-registered advisory entity that first registered in 2006 and is owned by an individual. The firm is listed as "Unclassified" in the snapshot data provided, and the record does not include a description of specific advisory services, target clients, or a stated fee model. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The snapshot also indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not affiliated as a related adviser. No activities, affiliations, or business-line details were supplied in the source data.

Assets & Accounts

Location & Offices