Lenk Ladner Investment Solutions LLC

Lenk Ladner Investment Solutions LLC (CRD# 109927) is a financial advisory firm headquartered in Osterville, MA. They manage $114,110,363 in 316 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $361,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Lenk Ladner Investment Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carie A. Carney
CRD#: 4467490
896 Main Street, P.o. Box 872, Osterville, MA 02655
93
Wealthminder
score

Carie Carney (CRD# 4467490) is an Investment Advisor Representative working at Lenk Ladner Investment Solutions LLC in Osterville, MA and has over 14 years of experience in the finance industry.

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