Lenk Ladner Investment Solutions LLC
Lenk Ladner Investment Solutions LLC (CRD# 109927) is a financial advisory firm headquartered in Osterville, MA. They manage $292,589,965 in 460 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Lenk Ladner Investment Solutions LLC
By the Numbers
-
Total Assets Under Management293MILLION
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Total Number of Accounts460ACCOUNTS
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Average Account Value$636,065
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH, NY
Financial Advisors at Lenk Ladner Investment Solutions LLC
1
Carie Carney (CRD# 4467490) is an Investment Advisor Representative working at Lenk Ladner Investment Solutions LLC in Osterville, MA and has over 21 years of experience in the finance industry.
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