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Building 2LION STREET ADVISORS, LLC

Map pinAUSTIN, TX
Phone512-776-8400
NotebookSEC #801-107414
Total AUM
$3.2B
Employees
152
Clients
7,801

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 COLORADO
SUITE 2600
AUSTIN
TX 78701
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
512-776-8400
Other Offices
75

ReceiptFinancials

Total AUM
$3.2B
Accounts
7,668
Discretionary
$2.1B
Accounts
6,014
Non-Discretionary
$1.1B
Accounts
1,654

ContactClients

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Individual Clients
7,668
AUM
$2.3B
HNW Individual Clients
112
AUM
$417.7M
Pension/Profit Sharing Plan Clients
21
AUM
$466.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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