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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-10-2012
- Office Locations
- 1
Office Locations
About H. L. Lichstrahl & Company, LLC
H.L. Lichstrahl & Company is an investment manager (est. 1996) that builds bespoke stock-and-bond portfolios around each client’s needs and risk tolerance, emphasizing tax-efficient, long-term compounding and capital preservation. The firm follows an intrinsic-value, absolute-return approach and is not managed to short-term benchmarks. Clients receive transparent reporting, including quarterly portfolio analysis, with assets held at an independent custodian (Pershing).
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Owner & Executives
HOWARD LAWRENCE LICHSTRAHL
COMPLIANCE OFFICER, Managing Member, Partner
- CRD
- #864345
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,025,971 | $1,436,978 |
| Non-Discretionary | $0 | -- |
| Total | $82,025,971 | $1,436,978 |
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Separately Managed Accounts
Total SMA Asset: $82,025,971
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $85,188,992 | 17.8% |
| Cash | $103,853,996 | 21.7% |
| U.S. Government/Agency | $194,786,067 | 40.7% |
| Corporate - Investment Grade | $48,816,164 | 10.2% |
| Other | $45,944,626 | 9.6% |
| Total | $478,589,845 | 100.0% |