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
Michael Fennessy (CRD# 4125070) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.
Ross Ferrin (CRD# 2437517) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Morrison, CO and has over 29 years of experience in the finance industry.
Nathan Flah (CRD# 6146040) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 10 years of experience in the finance industry.
Louis Gardner (CRD# 1312516) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 39 years of experience in the finance industry.
Kenneth Gibson (CRD# 1192002) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Highland, UT and has over 26 years of experience in the finance industry.
Digvijay Gohil (CRD# 5251412) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 15 years of experience in the finance industry.
Mallory Hall (CRD# 6243597) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Bellevue, WA and has over 10 years of experience in the finance industry.
Zachary Hamilton (CRD# 6053464) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Bellevue, WA and has over 11 years of experience in the finance industry.
Coby Harper (CRD# 1073666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Sevierville, TN and has over 41 years of experience in the finance industry.
Stacy Hayes (CRD# 4442704) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Tyler, TX and has over 22 years of experience in the finance industry.