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| L&L Partners Wealth Management LLC
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| |
|---|---|
| CRD # | 140077 |
| SEC # | 801-111661 |
| CIK # | |
| AUM | $58.5 MM (2024-02-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 845-368-1103 |
| Address | 74 Lafayette Avenue, Suite 101 Suffern, NY 10901 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 7.5 |
| (b) Individuals (high net worth individuals) | 42 | 45.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 5.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 58.5 |
| By Discretionary | ||
| Discretionary | 155 | 58.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 155 | 58.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 58.4 | |
| Total | 155 | 58.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Seymour Asset Management LLC
✚
|
NY | 0.1 |
|
Portfolio Strategies Inc
✚
|
WA | 0.1 |
|
CIRO Capital LLC
✚
|
NJ | 0.1 |
|
Stewardship Partners Investment Counsel Inc
✚
|
KY | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |
|
Rpata LLC
✚
|
TN | 0.1 |
|
BPBI LLC
✚
|
NY | 0.1 |
|
Pegasus Group LLC
✚
|
NY | 0.1 |
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Blue Heron Infrastructure Inc
✚
|
MA | 0.1 |