Overview
Assets Under Management: $3.1 billion
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 92
Average Client Assets: $34 million
Frequently Asked Questions
LAKE STREET ADVISORS GROUP, LLC 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 GROUP, LLC is subject to fiduciary duty under federal law.
LAKE STREET ADVISORS GROUP, LLC is headquartered in PORTSMOUTH, NH.
LAKE STREET ADVISORS GROUP, LLC 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 GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LAKE STREET ADVISORS GROUP, LLC 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 GROUP, LLC 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 High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,858
Discretionary Accounts: 1,241
Non-Discretionary Accounts: 617
Regulatory Filings
CRD Number: 288300
Last Filing Date: 2024-05-23 00:00:00
Website: https://lakestreetadvisors.com