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Lichstrahl H L & Co LLC (Washington)


Lichstrahl H L & Co LLC is a large advisory firm based in Washington. It manages $29.13 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia and Florida.

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Lichstrahl H L & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lichstrahl H L &: assets under management

The assets under management (AUM) of Lichstrahl H L & Co LLC is $29.13 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $23.57 million in discretionary accounts and $5.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $673.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.56 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lichstrahl H L & Co LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Washington

The principal office where Lichstrahl H L & Co LLC performs its advisory services is located at 1025 Connecticut Avenue, N.W. Ste 1012, Washington, DC 20036 The mailing address of the firm is P.O. Box 891, Fairfax, VA 22030 0891. An additional office of the firm is in Fairfax Station, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-216-9510 or by fax 703-493-9020. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.lichstrahl.com.


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