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
Sean Kelly (CRD# 1449485) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Baltimore, MD and has over 37 years of experience in the finance industry.
Michael Kimbell (CRD# 1569379) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Mission, KS and has over 29 years of experience in the finance industry.
Joseph Kuehn (CRD# 7022014) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 5 years of experience in the finance industry.
Trevor Lattin (CRD# 4832781) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Carlsbad, CA and has over 19 years of experience in the finance industry.
Philip Lopez (CRD# 2581819) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.
Craig Lytle (CRD# 2989392) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Newark, DE and has over 26 years of experience in the finance industry.
Joseph McDowell (CRD# 5936511) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Memphis, TN and has over 12 years of experience in the finance industry.
Michael McMartin (CRD# 1365260) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Creston, WA and has over 38 years of experience in the finance industry.
Todd Mezrah (CRD# 2313891) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 31 years of experience in the finance industry.
Thomas Miller (CRD# 856008) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Duck Creek Village, UT and has over 26 years of experience in the finance industry.