Lion Street Advisors, LLC
Lion Street Advisors, LLC (CRD# 167610) is a financial advisory firm headquartered in Austin, TX. They manage $2,341,977,930 in 7,526 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management2,342MILLION
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Total Number of Accounts7,526ACCOUNTS
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Average Account Value$311,185
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Sean Kelly (CRD# 1449485) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Baltimore, MD and has over 37 years of experience in the finance industry.
Michael Kimbell (CRD# 1569379) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Mission, KS and has over 29 years of experience in the finance industry.
Joseph Kuehn (CRD# 7022014) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 5 years of experience in the finance industry.
Trevor Lattin (CRD# 4832781) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Carlsbad, CA and has over 19 years of experience in the finance industry.
Philip Lopez (CRD# 2581819) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.
Craig Lytle (CRD# 2989392) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Newark, DE and has over 26 years of experience in the finance industry.
Joseph McDowell (CRD# 5936511) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Memphis, TN and has over 12 years of experience in the finance industry.
Michael McMartin (CRD# 1365260) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Creston, WA and has over 38 years of experience in the finance industry.
Todd Mezrah (CRD# 2313891) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 31 years of experience in the finance industry.
Thomas Miller (CRD# 856008) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Duck Creek Village, UT and has over 26 years of experience in the finance industry.