LAKE STREET ADVISORS - Financial Advisor in New Hampshire, Portsmouth

Tel: 603-610-4100 145 Maplewood Avenue Suite 210 Portsmouth, New Hampshire 03801

About LAKE STREET ADVISORS

LAKE STREET ADVISORS is a Portsmouth, New Hampshire based financial advisory firm with nearly $3,108,813,749 in assets under management and provides investment advisory services for 1858 clients. There are currently 45 financial advisors at the firm.

General Information

Firm CRD#:

288300

Firm SEC#:

801-110455

Assets Under Management:

$3,108,813,749

No. of Clients:

1858

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (WEALTH MANAGEMENT SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT)

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