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Building 2LAKE STREET ADVISORS, LLC

Map pinPORTSMOUTH, NH
Phone603-610-4100
NotebookSEC #801-78869
Total AUM
$2.7B
Employees
29
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 CHESTNUT STREET
SUITE 200 NORTH
PORTSMOUTH
NH 03801
United States
Operating Hours
8:30 A.M TO 5:00 P.M
Monday - Friday
Phone
603-610-4100

ReceiptFinancials

Total AUM
$2.7B
Accounts
1,554
Discretionary
$909.4M
Accounts
651
Non-Discretionary
$1.7B
Accounts
903

ContactClients

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None reported

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
FLMANH

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

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