Overview
Assets Under Management: $3.1 billion
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 92
Average Client Assets: $33.8 million
Frequently Asked Questions
LAKE STREET ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288300), LAKE STREET ADVISORS is subject to fiduciary duty under federal law.
LAKE STREET ADVISORS is headquartered in PORTSMOUTH, NH.
LAKE STREET ADVISORS serves 92 high-net-worth clients according to their SEC filing dated May 23, 2024. View client details ↓
According to their SEC Form ADV, LAKE STREET ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LAKE STREET ADVISORS manages $3.1 billion in client assets according to their SEC filing dated May 23, 2024.
According to their SEC Form ADV, LAKE STREET ADVISORS serves high-net-worth individuals. View client details ↓
Recent Rankings
Forbes 2024: 76
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.89%
Average Client Assets: $33.8 million
Total Client Accounts: 1,858
Discretionary Accounts: 1,241
Non-Discretionary Accounts: 617
Regulatory Filings
CRD Number: 288300
Filing ID: 1873948
Last Filing Date: 2024-05-23 15:19:00