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LAKE STREET ADVISORS

145 Maplewood Avenue
Suite 210
Portsmouth, New Hampshire 3801
Tel: 603-610-4100

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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 StatusApproved
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 ClientsAUM
Firm Total1862$2,888,383,638
High net worth individuals74$2,884,695,788
Charitable organizations1$3,687,850
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IMPAX ASSET MANAGEMENT LLC
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GLOBAL FOREST PARTNERS LP
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WELLESLEY ASSET MANAGEMENT, INC.
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Portsmouth, NH, 3801
$2,394,519,530181434
THE HARBOR GROUP, INC.
331 South River Road
Bedford, NH, 3110
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