LAKE STREET ADVISORS

145 Maplewood Avenue
Suite 210
Portsmouth, New Hampshire 03801
Tel: 603-610-4100

About LAKE STREET ADVISORS

LAKE STREET ADVISORS, formally registered with the SEC as LAKE STREET ADVISORS. The firm was established in 04/25/2017. They have over 2 offices throughout the country.

LAKE STREET ADVISORS is a Portsmouth, New Hampshire based Financial Planning firm with nearly $3,108,813,749 assets under management, offering retirement planning & investment advisory services to 1858 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288300
SEC#	801-110455
Assets Managed by Firm	$3,108,813,749
No. of Clients	1858
No. of Advisors	45

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENT OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (WEALTH MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1858	$3,108,813,749
High net worth individuals	92	$3,105,430,853
Charitable organizations	1	$3,382,896

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