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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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