Lake Street Advisors Group LLC
Legal Name: LAKE STREET ADVISORS GROUP, LLC
Full Contact Details
Lake Street Advisors Group LLC
25 CHESTNUT STREET, SUITE 200 NORTH, PORTSMOUTH, NH
603-610-4100
603-218-6232
Other Info
Lake Street Advisors Group LLC, a DE Limited Liability Company, provides advisory services in the finance industry. With a team of 25 employees, 14 of whom are in advisory roles, the firm has demonstrated its dedication to quality service. The company has successfully secured approval from the SEC with a registration date of April 25th, 2017, and currently serves 9 clients.
Lake Street Advisors – Wealth Management & Legacy Planning
Wealth management and legacy planning for discerning families since 2003.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Direct Owners
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BRIAN JOSEPH DURKIN
CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER owns less than 5%
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CAROLYN BUNTING RYAN DECKER
MANAGER owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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GREG ALAN VANSLYKE
MANAGER owns less than 5%
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MELISSA OLSZAK
MANAGER owns less than 5%
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NORMAN EUGENE WEBB
MANAGER PARTNER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
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