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LAKE STREET ADVISORS

145 Maplewood Avenue
Suite 210
Portsmouth, New Hampshire 03801
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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#288300
SEC#801-110455
Assets Managed by Firm$3,108,813,749
No. of Clients1858
No. of Advisors45

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (PERCENT OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (WEALTH MANAGEMENT SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total1858$3,108,813,749
High net worth individuals92$3,105,430,853
Charitable organizations1$3,382,896

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