Herold & Lantern Investments
Financial Services • 
Melville, New York, United States • 21-50 Employees
Company overview
| Headquarters | 35 Pinelawn Road, Suite 101E, Melville, NY 11747, US |
| Phone number | +12123713950 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Municipal Bonds, Stocks, Wealth Management, Options, Bonds, Life Insurance, Corporate Bonds, Portfolio Management, Estate Planning, Mutual Funds, Certificate Of Deposits (Cd'S), Exchange Traded Funds (Etf), Tax Free Bonds, Bank Qualified Bonds, Triple Tax Free Bonds |
| Founded | 1993 |
| Employees | 21-50 |
| Socials |
Key Contacts at Herold & Lantern Investments
Nicholas Jatta
Director - Digital Transformation & Experience
Brad Harris
Director Of Fixed Income - Municipal Bonds
Gene Lanton
Chief Executive Officer
Herold & Lantern Investments Email Formats
Herold & Lantern Investments uses 5 email formats. The most common is {first initial} (e.g., j@lanterninvestments.com), used 33.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lanterninvestments.com | 38.9% |
{first name}{last name} | johndoe@heroldlantern.com | 27.8% |
{first initial}{second initial} | jo@heroldlantern.com | 11.1% |
{first initial}.{last name} | j.doe@heroldlantern.com | 5.6% |
About Herold & Lantern Investments
Herold & Lantern Investments, a registered broker-dealer and a member of the Financial Industry Regulatory Authority, is a financial services firm with a national presence. We educate and guide our clients to help them achieve their financial goals through a thoughtful process that combines risk management, capital growth and wealth preservation. We leverage smart technology to deploy a comprehensive suite of investment strategies. Herold & Lantern Investments is the financial services company of choice for individuals, families and institutions seeking highly personalized service. Disclosures at: https://t.co/gwka5nvnAN
Herold & Lantern Investments revenue & valuation
| Annual revenue | $150,000,000 |
| Revenue per employee | $4,055,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $480,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Herold & Lantern Investments has 18 employees across 6 departments.
Departments
Number of employees
Funding Data
Herold & Lantern Investments has never raised funding before.
Herold & Lantern Investments Tech Stack
Discover the technologies and tools that power Herold & Lantern Investments's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
CMS
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Programming languages
Security
Widgets
Analytics
JavaScript libraries
CDN
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