Lion Street Advisors, LLC
Lion Street Advisors, LLC (CRD# 167610) is a financial advisory firm headquartered in Austin, TX. They manage $2,341,977,930 in 7,526 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management2,342MILLION
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Total Number of Accounts7,526ACCOUNTS
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Average Account Value$311,185
- 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
Samson Chan (CRD# 3095348) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 25 years of experience in the finance industry.
David Chesner (CRD# 5976183) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Southampton, PA and has over 12 years of experience in the finance industry.
Jack Curtis (CRD# 6550820) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Mission, KS and has over 5 years of experience in the finance industry.
Jeffrey Curtis (CRD# 1917009) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Mission, KS and has over 32 years of experience in the finance industry.
Austin David (CRD# 5873177) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Wichita, KS and has over 8 years of experience in the finance industry.
Thomas Davis (CRD# 4716827) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 19 years of experience in the finance industry.
Allix Dennis (CRD# 4536622) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Milledgeville, GA and has over 21 years of experience in the finance industry.
Derek Dukart (CRD# 4407742) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Lake Oswego, OR and has over 22 years of experience in the finance industry.
Jeffery Feliciano (CRD# 2837368) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Tyler, TX and has over 27 years of experience in the finance industry.
Jose Feliciano (CRD# 2303100) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Tyler, TX and has over 31 years of experience in the finance industry.