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LAKE STREET ADVISORS
Tel: 603-610-4100
145 Maplewood Avenue Suite 210
Portsmouth, New Hampshire 03801
LAKE STREET ADVISORS
LAKE STREET ADVISORS is a Portsmouth, New Hampshire based financial advisory firm with nearly $3,108,813,749 in assets under management and provides investment advisory services for 1858 clients. There are currently 45 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (WEALTH MANAGEMENT SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees, Other (PERCENT OF ASSETS UNDER ADVISEMEN
Firm CRD#:
288300
SEC#:
801-110455
No. of Clients:
1858
Assets under Management
$3,108,813,749
No. of Advisors:
45
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