Lion Street Advisors, LLC
Lion Street Advisors, LLC (CRD# 167610) is a financial advisory firm headquartered in Austin, TX. They manage $1,401,128,630 in 4,709 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management1,401MILLION
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Total Number of Accounts4,709ACCOUNTS
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Average Account Value$297,543
- 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)
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
Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Charlotte, NC and has over 34 years of experience in the finance industry.
Ashlee Admire (CRD# 6442015) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry. Ashlee Admire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Theodore Alexander (CRD# 5323375) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Sunbury, OH and has over 13 years of experience in the finance industry.
Ryan Alvarez (CRD# 4266877) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Naperville, IL and has over 22 years of experience in the finance industry.
James Apostolico (CRD# 1653591) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Mountain Lakes, NJ and has 1 year of experience in the finance industry. James Apostolico has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Barry Barbernell (CRD# 4097730) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Laguna Niguel, CA and has over 23 years of experience in the finance industry.
Christopher Blahut (CRD# 4318456) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 9 years of experience in the finance industry.
John Burmeister (CRD# 4245451) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 22 years of experience in the finance industry.
Brian Burns (CRD# 1040877) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Cedar Rapids, IA and has over 41 years of experience in the finance industry.
Kenneth Cady (CRD# 1942441) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Naperville, IL and has over 30 years of experience in the finance industry.