Lebenthal Financial Services
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
500 N Broadway Ste 238, Jericho, New Yor...Phone Number
(516) 349-5555Website
www.lebenthal.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
2
2
1
2
1
About Lebenthal Financial Services
Lebenthal is an independent, full-service broker-dealer based in Jericho, NY, offering comprehensive financial planning and wealth management solutions tailored to clients' goals. The company emphasizes a disciplined approach to responsible investing, helping hardworking individuals build, protect, and grow their wealth. With additional offices in Florida and New Jersey, Lebenthal serves clients across the country, focusing on long-term relationships and thoughtful, goal-driven financial strategies. Their dedicated planning division, Lebenthal Wealth Planning, specializes in designing comprehensive strategies for retirement, estate, education, insurance, tax, and investment management.Explore more
Lebenthal Financial Services Org Chart
RM
Chief Operating Officer & Compliance Officer
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Revenue
Number of Employees
Type
Funding
Founded In
$97M
51-200
Public
-
1973
AR
Andrea RandolphHead of Corporate Administration Chief Information Officer & Chief Technology Officer
Company Profile Activity
Activity Insights
Lebenthal Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Lebenthal Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lebenthal Financial Services.
Lebenthal Financial Services financials insights
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2020
Debt
$150K
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Lebenthal is an independent, full-service broker-dealer based in Jericho, NY, offering comprehensive financial planning and wealth management solutions tailored to clients' goals. The company emphasizes a disciplined approach to responsible investing, helping hardworking individuals build, protect, and grow their wealth. With additional offices in... Read More
