Overview
Assets Under Management: $293 million
Headquarters: OSTERVILLE, MA
High-Net-Worth Clients: 106
Average Client Assets: $3 million
Frequently Asked Questions
LENK LADNER INVESTMENT SOLUTIONS 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 #109927), LENK LADNER INVESTMENT SOLUTIONS LLC is subject to fiduciary duty under federal law.
LENK LADNER INVESTMENT SOLUTIONS LLC is headquartered in OSTERVILLE, MA.
LENK LADNER INVESTMENT SOLUTIONS LLC serves 106 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, LENK LADNER INVESTMENT SOLUTIONS LLC offers financial planning and portfolio management for individuals. View all service details ↓
LENK LADNER INVESTMENT SOLUTIONS LLC manages $293 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, LENK LADNER INVESTMENT SOLUTIONS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 460
Discretionary Accounts: 427
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 109927
Last Filing Date: 2024-03-22 00:00:00
Website: https://lenkladner.com