Lake Street Advisors Revenue and Competitors

Portsmouth,

Location

N/A

Total Funding

Industry

Estimated Revenue & Valuation

  • Lake Street Advisors's estimated annual revenue is currently $1.1M per year.(i)
  • Lake Street Advisors's estimated revenue per employee is $140,000

Employee Data

  • Lake Street Advisors has 8 Employees.(i)
  • Lake Street Advisors grew their employee count by -79% last year.

Lake Street Advisors's People

NameTitleEmail/Phone
1
Partner, FounderReveal Email/Phone
2
Chief Compliance Officer & Director Client OperationsReveal Email/Phone
3
Director Human Resources and Business OperationsReveal Email/Phone
4
Relationship Manager and Financial Planning Group ManagerReveal Email/Phone
5
Administrative Assistant and Office ManagerReveal Email/Phone
6
Bill Pay ManagerReveal Email/Phone
7
Wealth AdvisorReveal Email/Phone
8
Managing PartnerReveal Email/Phone
9
Client Service AnalystReveal Email/Phone
10
Investment AnalystReveal Email/Phone

What Is Lake Street Advisors?

Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003. From years of working with founders, CEOs, and early investors, they have significant experience with financial strategies unique to early-stage and growth-stage companies. Lake Street Advisors has locations in Boston, MA and Portsmouth, NH, and serves clients throughout New England and across the country.

keywords:N/A

N/A

Total Funding

8

Number of Employees

$1.1M

Revenue (est)

-79%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.6M8N/AN/A
#2
$0.6M8-11%N/A
#3
$0.6M8-11%N/A
#4
$0.6M8N/AN/A
#5
$0.6M80%N/A