Lion Street Advisors, LLC
Lion Street Advisors, LLC (CRD# 167610) is a financial advisory firm headquartered in Austin, TX. They manage $2,341,977,930 in 7,526 accounts and serve the financial needs of clients across 50 states (or territories).
-
Total Assets Under Management2,342MILLION
-
Total Number of Accounts7,526ACCOUNTS
-
Average Account Value$311,185
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Joshua Whelan (CRD# 5137077) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Bellevue, WA and has over 17 years of experience in the finance industry.
Stuart Youngentob (CRD# 2566665) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 29 years of experience in the finance industry.
Nichole Zahner (CRD# 6434297) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Eugene, OR and has over 6 years of experience in the finance industry.
Vincent Zullo (CRD# 2858368) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Red Bank, NJ and has over 26 years of experience in the finance industry.
Shawn Higley (CRD# 2121745) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Portland, OR and has over 33 years of experience in the finance industry.
Dylan Abel (CRD# 7347966) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.
Donald Abernethy (CRD# 3194164) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Fayetteville, NY and has over 25 years of experience in the finance industry.
David Appel (CRD# 2294975) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 31 years of experience in the finance industry.
Jack Bell (CRD# 7118715) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Bellevue, WA and has over 3 years of experience in the finance industry.
Matthew Boudreaux (CRD# 6528905) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 6 years of experience in the finance industry.