|
⚲
|
| Lantern Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 147420 |
| SEC # | 801-79035 |
| CIK # | |
| AUM | $174.6 MM (2023-03-30) |
| Employees | 14 (86% Investors, 86% Brokers) |
| Phone | 631-454-2000 |
| Address | 35 Pinelawn Road Melville, NY 11747 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 36.3 |
| (b) Individuals (high net worth individuals) | 36 | 107.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 3.1 |
| (h) Charitable organizations | 3 | 27.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 214 | 174.6 |
| By Discretionary | ||
| Discretionary | 211 | 170.4 |
| Non-Discretionary | 3 | 4.2 |
| Total | 214 | 174.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.6 | |
| Total | 214 | 174.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |
|
Values First Advisors Inc
✚
|
TN | 0.2 |
|
1492 Capital Management LLC
✚
|
WI | 0.2 |
|
Alchemi Wealth LLC
✚
|
CT | 0.2 |
|
Sutterfield Financial Group Inc
✚
|
OK | 0.2 |
|
The Aranda Group Advisors LLC
✚
|
PA | 0.2 |
|
Novus Advisors LLC
✚
|
SC | 0.2 |
|
Kachkovsky & Fisher Inc
✚
|
CA | 0.2 |
|
Mendel Capital Management LLC
✚
|
AR | 0.2 |
|
Kensington Investment Counsel LLC
✚
|
CA | 0.2 |