LANDSBERG, BENNETT, & DUBBANEH LLC
Legal name: LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT
CRD #297378 SEC #801-113500 PUNTA GORDA, FL 941-391-8000
SEC Registered
Total AUM
$877.4M
Discretionary
$760M
Employees
14
Clients
251
Accounts
2,300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $877.4M | $760M | $117.4M | 14 | 0 |
| Jun 2020 | $714.2M | $530.1M | $184.1M | 12 | 0 |
| May 2020 | $714.2M | $530.1M | $184.1M | 12 | 0 |
| Mar 2020 | $714.2M | $530.1M | $184.1M | 12 | 0 |
| Jun 2019 | $556.8M | $398.8M | $158M | 12 | 0 |
| Mar 2019 | $556.8M | $398.8M | $158M | 12 | 0 |
| Oct 2018 | $500.9M | $446.9M | $54.1M | 8 | 0 |
| Jul 2018 | $0 | $0 | $0 | 8 | 0 |
| Jul 2018 | $0 | $0 | $0 | 8 | 0 |
| May 2018 | $0 | $0 | $0 | 8 | 0 |
DateMar 2021
Total AUM$877.4M
Discretionary$760M
Non-Disc.$117.4M
Employees14
Clients0
DateJun 2020
Total AUM$714.2M
Discretionary$530.1M
Non-Disc.$184.1M
Employees12
Clients0
DateMay 2020
Total AUM$714.2M
Discretionary$530.1M
Non-Disc.$184.1M
Employees12
Clients0
DateMar 2020
Total AUM$714.2M
Discretionary$530.1M
Non-Disc.$184.1M
Employees12
Clients0
DateJun 2019
Total AUM$556.8M
Discretionary$398.8M
Non-Disc.$158M
Employees12
Clients0
DateMar 2019
Total AUM$556.8M
Discretionary$398.8M
Non-Disc.$158M
Employees12
Clients0
DateOct 2018
Total AUM$500.9M
Discretionary$446.9M
Non-Disc.$54.1M
Employees8
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0