Jonathan
Grutman
Lebenthal Global Advisors, LLC
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About this Advisor
Jonathan Grutman is a financial advisor operating in New York, New York who has 2 years of industry experience. Grutman works at Lebenthal Global Advisors, LLC. Grutman has gained experience at Davis & Grutman, Llp, Lebenthal Financial Services, Inc, Lebenthal Diversified Asset Management Inc and Lebenthal Global Advisors, LLC. Grutman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Lebenthal Global Advisors, LLC is a firm that has its headquarters in Hauppauge, NY. It has offices in seven locations and a total of 20 financial advisors. It oversees $637 million in assets among its 3,058 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 3,058 accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually vary depending on which services are provided. Fee types charged by Lebenthal Global Advisors, LLC can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lebenthal Global Advisors, LLC Brokerage Details
$637,425,770
20
3,058
$208,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathan Grutman Work History
Jonathan has been registered as a financial advisor for 2 years.*
Lebenthal Global Advisors, LLC
Lebenthal Financial Services, Inc
Davis & Grutman, Llp
Lebenthal Diversified Asset Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Grutman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lebenthal Global Advisors, LLC
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Aurora, CO
Hauppauge, NY
Hauppauge, NY
Jericho, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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