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LION STREET ADVISORS, LLC
300 Colorado
Suite 2600
Austin, Texas 78701
Tel: 512-776-8400
About LION STREET ADVISORS, LLC
LION STREET ADVISORS, LLC, formally registered with the SEC as LION STREET ADVISORS, LLC. The firm was established in 03/16/2016. They have over 28 offices throughout the country.
LION STREET ADVISORS, LLC is a Austin, Texas based Financial Planning firm with nearly $2,341,977,930 assets under management, offering retirement planning & investment advisory services to 7526 clients. The firm is staffed with 156 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167610 |
| SEC# | 801-107414 |
| Assets Managed by Firm | $2,341,977,930 |
| No. of Clients | 7526 |
| No. of Advisors | 156 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7526 | $2,341,977,930 |
| Individuals (other than high net worth individuals) | 4797 | $1,385,623,771 |
| High net worth individuals | 149 | $489,769,032 |
| Pension and profit sharing plans | 21 | $466,585,127 |
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