Lenk Ladner Investment Solutions LLC

Lenk Ladner Investment Solutions LLC (CRD# 109927) is a financial advisory firm headquartered in Osterville, MA. They manage $265,371,844 in 432 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $614,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, NY

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

Carie Carney (CRD# 4467490) is an Investment Advisor Representative working at Lenk Ladner Investment Solutions LLC in Osterville, MA and has over 21 years of experience in the finance industry.

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