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
Patricia Monilaws (CRD# 4070773) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Fargo, ND and has over 17 years of experience in the finance industry.
Grant Monson (CRD# 5057108) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Bellevue, WA and has over 18 years of experience in the finance industry.
Rebecca Napier (CRD# 2903426) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Lake Forest, CA and has over 26 years of experience in the finance industry.
Andrew Nevin (CRD# 3177326) 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.
Robert Nienaber (CRD# 2526039) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Sacramento, CA and has over 29 years of experience in the finance industry.
David Orloff (CRD# 4485300) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.
Simon Owen (CRD# 4579558) 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.
Gabriel Pelphrey (CRD# 4699433) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Southlake, TX and has over 11 years of experience in the finance industry.
Walker Person (CRD# 5943223) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 12 years of experience in the finance industry.
Melvin Pope (CRD# 1179549) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Tallahassee, FL and has over 17 years of experience in the finance industry.