LION STREET ADVISORS, LLC

AUSTIN, Texas·4 registered advisors·CRD# 167610
SEC# 801-10741427512-776-8400
01

Firm Overview

AUM
$2.3B
Regulatory assets under management
Employees
156
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LION STREET ADVISORS, LLC

4 registered advisors
Carie Marie Heckler
AUSTIN, Texas
John Fredrick Burmeister
AUSTIN, Texas
John Michael Lefferts
DALLAS, Texas
Kari Ratajczak
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
3 advisors
DALLAS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. LION STREET ADVISORS, LLC (CRD# 167610) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.