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John Michael Lefferts

LION STREET ADVISORS, LLC·DALLAS, Texas
LION STREET ADVISORS, LLC
2711 HASKELL AVE, DALLAS, TX 75204CRD# 1054988Firm CRD# 167610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Lefferts · DALLAS, TX
Registration
CRD #1054988 · LION STREET ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

John Michael Lefferts is a registered financial advisor based in DALLAS, Texas, affiliated with LION STREET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LION STREET ADVISORS, LLC
LION STREET ADVISORS, LLC
AUM
$2.3B
Regulatory assets under management
Employees
156
Total firm employees
View all advisors at LION STREET ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1054988
Firm CRD# 167610
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Michael Lefferts offer?
John Michael Lefferts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are John Michael Lefferts's credentials?
John Michael Lefferts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Lefferts located?
John Michael Lefferts is based in DALLAS, Texas, working with LION STREET ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does John Michael Lefferts charge for services?
John Michael Lefferts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LION STREET ADVISORS, LLC?
LION STREET ADVISORS, LLC has approximately 156 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LION STREET ADVISORS, LLC

Carie Marie Heckler
AUSTIN, TX
John Fredrick Burmeister
AUSTIN, TX
Kari Ratajczak
AUSTIN, TX

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