LT ADVISORS LLC

RIASEC RegisteredEst. 2024
Total AUM
$53.5M
Discretionary
$53.5M
100% of AUM
Avg account
$939K
Accounts
57
Employees
1
Advisory reps
1

Firm details

Headquarters
NEW CITY, New York
CRD number
318920
Registered since
November 27, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI82.62%
  • Other12.34%
  • Individuals5.05%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

LT Advisors LLC is a small, independent registered investment adviser that focuses on customized financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm uses a mix of fee structures — a percentage of assets under management, hourly fees and fixed fees — to accommodate different client relationships. Investment activity centers on exchange-traded equities and a meaningful allocation to fixed income, with portfolios constructed to combine liquid market exposure (ETFs and traded equities) with complementary vehicles such as mutual funds and third‑party real estate investments. LT Advisors LLC is not positioned as a capital allocator; instead it sources external managers for alternative exposure and works alongside accounting professionals as an industry touchpoint.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 47%, US Government Bonds 39%, State & Local Bonds 10%, Investment Grade Corp Bonds 4%, Derivatives 1%, Other 1%47%
  • Exchange Traded Equities47%
  • US Government Bonds39%
  • State & Local Bonds10%
  • Investment Grade Corp Bonds4%
  • Derivatives1%

Contacts

1 of 1
  • LAWRENCE TANKEL

    Investment Advisor RepresentativeCRD 4015981

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

NEW CITY, NY

ROCKLAND

Location

NEW CITY, NY

Headquartered in NEW CITY, 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
ROCKLAND
Address
3 E Evergreen Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth