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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- ValuePrime +more
- Established Date
- 03-27-2015
- Office Locations
- 1
Office Locations
About Lebens Advisory Group LLC
Lebens Advisory Group (Lakeville, MN) combines leadership/HR consulting with wealth advisory for professionals and families. The firm helps with 401(k) portfolio management, retirement rollovers, insurance selection, estate plan coordination, and long-term financial planning. Investment positioning emphasizes ETFs with a core allocation to investment-grade corporate bonds, and custody via Altruist.
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Owner & Executives
STEVEN JAMES LEBENS
Advisor, Chief Compliance Officer, DIRECTOR OF WEALTH MANAGEMENT, VICE PRESIDENT
- CRD
- #2216949
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,571,445 | -- |
| Non-Discretionary | $4,300,000 | -- |
| Total | $56,871,445 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,871,445
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $515,866,701 | 13.1% |
| Corporate - Investment Grade | $240,212,738 | 6.1% |
| Cash | $417,418,857 | 10.6% |
| Equity - OTC | $618,252,458 | 15.7% |
| U.S. Government/Agency | $1,023,857,574 | 26.0% |
| Municipal Bonds | $1,122,305,417 | 28.5% |
| Total | $3,937,913,745 | 100.0% |