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Building 2LENK LADNER INVESTMENT SOLUTIONS LLC

Map pinOSTERVILLE, MA
Phone508-428-1645
NotebookSEC #801-43403
Total AUM
$337.3M
Employees
3
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
896 MAIN STREET
OSTERVILLE
MA 02655
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
508-428-1645

ReceiptFinancials

Total AUM
$337.3M
Accounts
478
Discretionary
$294.1M
Accounts
455
Non-Discretionary
$43.2M
Accounts
23

ContactClients

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Individual Clients
159
AUM
$42M
HNW Individual Clients
111
AUM
$293.6M
Charitable Organization Clients
3
AUM
$1.2M
Corporation or Business Clients
3
AUM
$519.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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