145 Maplewood Avenue
Suite 210
Portsmouth, New Hampshire 03801
Tel: 603-610-4100
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,092,862,376 | 4 | 18 | |
$10,409,452,909 | 70 | 129 | |
$9,643,533,263 | 19 | 113 | |
$3,554,771,000 | 18 | 23 | |
$2,104,334,424 | 2188 | 30 |
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