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).
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Total Assets Under Management2,342MILLION
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Total Number of Accounts7,526ACCOUNTS
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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
Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Charlotte, NC and has over 35 years of experience in the finance industry.
Ashlee Admire (CRD# 6442015) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 8 years of experience in the finance industry.
Theodore Alexander (CRD# 5323375) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Sunbury, OH and has over 13 years of experience in the finance industry.
Ryan Alvarez (CRD# 4266877) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Naperville, IL and has over 23 years of experience in the finance industry.
James Apostolico (CRD# 1653591) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Mountain Lakes, NJ and has 1 year of experience in the finance industry.
Barry Barbernell (CRD# 4097730) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
Christopher Blahut (CRD# 4318456) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 10 years of experience in the finance industry.
John Burmeister (CRD# 4245451) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Brian Burns (CRD# 1040877) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Cedar Rapids, IA and has over 41 years of experience in the finance industry.
Kenneth Cady (CRD# 1942441) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Naperville, IL and has over 31 years of experience in the finance industry.