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Building 2LAKE STREET ADVISORS

Map pinPORTSMOUTH, NH
Phone603-610-4100
NotebookSEC #801-110455
Total AUM
$3.1B
Employees
45
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 MAPLEWOOD AVENUE
SUITE 210
PORTSMOUTH
NH 03801
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
603-610-4100
Other Offices
1

ReceiptFinancials

Total AUM
$3.1B
Accounts
1,858
Discretionary
$1.3B
Accounts
1,241
Non-Discretionary
$1.8B
Accounts
617

ContactClients

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HNW Individual Clients
92
AUM
$3.1B
Charitable Organization Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
WEALTH MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENT OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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