Lake Street Advisors
Lake Street Advisors (CRD# 288300) is a financial advisory firm headquartered in Portsmouth, NH. They manage $3,108,813,749 in 1,858 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3,109MILLION
-
Total Number of Accounts1,858ACCOUNTS
-
Average Account Value$1,673,204
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, NH, NY
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.