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Home > Retirement Planners > new hampshire > portsmouth > LAKE STREET ADVISORS
LAKE STREET ADVISORS
145 Maplewood Avenue
Suite 210
Portsmouth, New Hampshire 3801
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 $2,888,383,638 assets under management, offering retirement planning & investment advisory services to 1862 clients. The firm is staffed with 43 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 288300 |
| SEC# | 801-110455 |
| Assets Managed by Firm | $2,888,383,638 |
| No. of Clients | 1862 |
| No. of Advisors | 43 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(PERCENT OF ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1862 | $2,888,383,638 |
| High net worth individuals | 74 | $2,884,695,788 |
| Charitable organizations | 1 | $3,687,850 |
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