LENK LADNER INVESTMENT SOLUTIONS LLC

OSTERVILLE, Massachusetts·2 registered advisors·CRD# 109927
SEC# 801-434030508-428-1645
01

Firm Overview

AUM
$293M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LENK LADNER INVESTMENT SOLUTIONS LLC

2 registered advisors
Geoffrey F. Lenk
OSTERVILLE, Massachusetts
John Michael Ladner
OSTERVILLE, Massachusetts
05

Office Locations

OSTERVILLE, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. LENK LADNER INVESTMENT SOLUTIONS LLC (CRD# 109927) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.