L
CRD: 318920
LT Advisors LLC
NEW City, NY, 10956
9173523424
$53.5M Total AUM
$53.5M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Goldman Sachs · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-2022
- Office Locations
- 1
Office Locations
3 E Evergreen Road Suite 101 PMB 616 NEW City NY
About LT Advisors LLC
LT Advisors LLC is a NEW City-based RIA. The firm has been operating for 4 years. Managing $53.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$53.5M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Zenith Timber
Client Personas
Alpha
Investment Themes
Insight Radial Oak wave
Investment Vehicles
Element
Services
Zenith Vertex momentum Crest Vector Radial vector Momentum
Owner & Executives
L
LAWRENCE SCOTT TANKEL
Chief Compliance Officer, Managing Member
- CRD
- #4015981
- Ownership
- 75% or more
(695) 619-7818
alpha.unison@northcapital.com
in linkedin.com/in/zenith-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,500,000 | $938,596 |
| Non-Discretionary | $0 | -- |
| Total | $53,500,000 | $938,596 |
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Separately Managed Accounts
Total SMA Asset: $53,500,000
U.S. Government/Agency:
17.3% Equity - Exchange:
8.3% Public Funds:
10.7% Municipal Bonds:
26.1% Corporate - Investment Grade:
37.6% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $573,785,019 | 17.3% |
| Equity - Exchange | $275,284,142 | 8.3% |
| Public Funds | $354,884,376 | 10.7% |
| Municipal Bonds | $865,652,543 | 26.1% |
| Corporate - Investment Grade | $1,247,070,331 | 37.6% |
| Total | $3,316,676,411 | 100.0% |