Investment adviser · CRD 125471

LAKE STREET ADVISORS, LLC

Investment adviser filing (IA)

PORTSMOUTH, NH, United States · Form ADV filed Mar 30, 2017

Regulatory AUM
$2.66B
Form ADV · Item 5.F
Client accounts
1,554
Accounts, not individual clients
Employees
29
Reported in this filing
Advisory professionals
18
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

25 CHESTNUT STREET, SUITE 200 NORTH
PORTSMOUTH, NH, 03801, United States

CRD 125471

Filing source

Form ADV 1102112 · Mar 30, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.