LION STREET ADVISORS, LLC

300 Colorado
Suite 2600
Austin, Texas 78701
Tel: 512-776-8400

About LION STREET ADVISORS, LLC

LION STREET ADVISORS, LLC, formally registered with the SEC as LION STREET ADVISORS, LLC. The firm was established in 03/16/2016. They have over 28 offices throughout the country.

LION STREET ADVISORS, LLC is a Austin, Texas based Financial Planning firm with nearly $2,341,977,930 assets under management, offering retirement planning & investment advisory services to 7526 clients. The firm is staffed with 156 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167610
SEC#	801-107414
Assets Managed by Firm	$2,341,977,930
No. of Clients	7526
No. of Advisors	156

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	7526	$2,341,977,930
Individuals (other than high net worth individuals)	4797	$1,385,623,771
High net worth individuals	149	$489,769,032
Pension and profit sharing plans	21	$466,585,127

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