LANSING STREET ADVISORS

124 S Maple Street
Suite 325
Ambler, Pennsylvania 19002
Tel: 215-718-2063

About LANSING STREET ADVISORS

LANSING STREET ADVISORS, formally registered with the SEC as LANSING STREET ADVISORS. The firm was established in 08/08/2022. They have over 1 offices throughout the country.

LANSING STREET ADVISORS is a Ambler, Pennsylvania based Financial Planning firm with nearly $378,918,078 assets under management, offering retirement planning & investment advisory services to 339 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306882
SEC#	801-126210
Assets Managed by Firm	$378,918,078
No. of Clients	339
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	339	$378,918,078
Individuals (other than high net worth individuals)	17	$4,180,917
High net worth individuals	67	$327,236,130

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