LAKE STREET ADVISORS GROUP, LLC

LAKE STREET ADVISORS
PORTSMOUTH, New Hampshire·9 registered advisors·CRD# 288300
SEC# 801-1104551603-610-4100
01

Firm Overview

AUM
$3.1B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: PERCENT OF ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LAKE STREET ADVISORS GROUP, LLC

9 registered advisors
Carolyn Bunting Ryan Decker
PORTSMOUTH, New Hampshire
Greg Alan Vanslyke
PORTSMOUTH, New Hampshire
Joseph Winlock Chase
PORTSMOUTH, New Hampshire
Matthew Robert Kreger
PORTSMOUTH, New Hampshire
Melissa Olszak
PORTSMOUTH, New Hampshire
Norman Eugene Webb
PORTSMOUTH, New Hampshire
Richard Wilson Dinsmore
PORTSMOUTH, New Hampshire
Robert Arthur Goyette
PORTSMOUTH, New Hampshire
Shawn T Valliere
PORTSMOUTH, New Hampshire
05

Office Locations

PORTSMOUTH, New Hampshire
9 advisors

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Data sourced from SEC Form ADV filings. LAKE STREET ADVISORS GROUP, LLC (CRD# 288300) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.