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Building 2LANSING STREET ADVISORS

Map pinAMBLER, PA
Phone215-718-2063
NotebookSEC #801-126210
Total AUM
$555M
Employees
5
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
124 S MAPLE STREET
SUITE 325
AMBLER
PA 19002
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
215-718-2063

ReceiptFinancials

Total AUM
$555M
Accounts
561
Discretionary
$555M
Accounts
561
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$30M
HNW Individual Clients
69
AUM
$486.7M
Pooled Vehicle Clients
1
AUM
$38.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
NJPA

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

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