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
Carie Heckler (CRD# 4557559) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 21 years of experience in the finance industry.
Peggy Hollander (CRD# 1797039) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 35 years of experience in the finance industry.
Thomas Horwat (CRD# 2446122) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Pittsburgh, PA and has over 30 years of experience in the finance industry.
Clay Howell (CRD# 2528684) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 29 years of experience in the finance industry.
James Hundman (CRD# 3233547) is an Investment Advisor Representative working at Hundman Wealth Planning in Carefree, AZ and has over 17 years of experience in the finance industry. James Hundman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Elizabeth Husserl (CRD# 6107210) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 11 years of experience in the finance industry.
Samuel Jacobs (CRD# 2557191) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Philadelphia, PA and has over 29 years of experience in the finance industry.
Cody Jochim (CRD# 6578259) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Fargo, ND and has over 8 years of experience in the finance industry.
Anne Jones (CRD# 5409878) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Dallas, TX and has over 16 years of experience in the finance industry.
Scott Kelley (CRD# 2143826) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 32 years of experience in the finance industry.