RIA Intel›Advisers›Florida›LANDSBERG, BENNETT, & DUBBANEH LLC

LANDSBERG, BENNETT, & DUBBANEH LLC

Advisory

N·PUNTA GORDA, FL

Data as of Mar 9, 2021 · Source: SEC Form ADV

Total AUM

$877M

1-Year AUM Growth

+22.9%

3-Year CAGR

+4.7%

Employees

8

Assets Under Management

Total AUM$877M

Discretionary AUM$760M

Non-Discretionary AUM$117M

Discretionary %86.6%

Total Clients—

Team

Total Employees8

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record10

First FilingMay 25, 2018

Latest FilingMar 9, 2021

🔒 Full AUM trend chart and 10 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LANDSBERG, BENNETT, & DUBBANEH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.