LANTERN WEALTH ADVISORS, LLC - Financial Advisor in New York, Melville

Tel: 631-454-2000 35 Pinelawn Road Suite 101e Melville, New York 11747

About LANTERN WEALTH ADVISORS, LLC

LANTERN WEALTH ADVISORS, LLC is a Melville, New York based financial advisory firm with nearly $227,962,725 in assets under management and provides investment advisory services for 177 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

147420

Firm SEC#:

801-79035

Assets Under Management:

$227,962,725

No. of Clients:

177

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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