LT ADVISORS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- US Government Bonds39%
- State & Local Bonds10%
- Investment Grade Corp Bonds4%
- Derivatives1%
Contacts
1 of 1LAWRENCE TANKEL
Investment Advisor RepresentativeCRD 4015981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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