LENK LADNER INVESTMENT SOLUTIONS LLC

896 Main Street
Osterville, Massachusetts 02655
Tel: 508-428-1645

About LENK LADNER INVESTMENT SOLUTIONS LLC

LENK LADNER INVESTMENT SOLUTIONS LLC, formally registered with the SEC as LENK LADNER INVESTMENT SOLUTIONS LLC. The firm was established in 03/12/1993. They have over 1 offices throughout the country.

LENK LADNER INVESTMENT SOLUTIONS LLC is a Osterville, Massachusetts based Financial Planning firm with nearly $292,589,965 assets under management, offering retirement planning & investment advisory services to 460 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109927
SEC#	801-43403
Assets Managed by Firm	$292,589,965
No. of Clients	460
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	460	$292,589,965
Individuals (other than high net worth individuals)	140	$40,779,476
High net worth individuals	92	$249,262,796
Charitable organizations	6	$2,240,532
Corporations or other businesses	2	$307,161

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