Be advised. This firm is no longer registered.

Lake Street Advisors, LLC

Lake Street Advisors, LLC (CRD# 125471) is a financial advisory firm headquartered in Portsmouth, NH. They manage $1,817,467,869 in 1,079 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,817
    MILLION
  • Total Number of Accounts
    1,079
    ACCOUNTS
  • Average Account Value
    $1,684,400
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH

Financial Advisors at Lake Street Advisors, LLC
No Advisor Found.
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