Lake Street Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Lake Street Advisors's estimated annual revenue is currently $1.1M per year.
- Lake Street Advisors's estimated revenue per employee is $140,000
Employee Data
- Lake Street Advisors has 8 Employees.
- Lake Street Advisors grew their employee count by -79% last year.
Lake Street Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Partner, Founder | Reveal Email/Phone |
2 | Chief Compliance Officer & Director Client Operations | Reveal Email/Phone |
3 | Director Human Resources and Business Operations | Reveal Email/Phone |
4 | Relationship Manager and Financial Planning Group Manager | Reveal Email/Phone |
5 | Administrative Assistant and Office Manager | Reveal Email/Phone |
6 | Bill Pay Manager | Reveal Email/Phone |
7 | Wealth Advisor | Reveal Email/Phone |
8 | Managing Partner | Reveal Email/Phone |
9 | Client Service Analyst | Reveal Email/Phone |
10 | Investment Analyst | Reveal 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.
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Total Funding
8
Number of Employees
$1.1M
Revenue (est)
-79%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Portsmouth
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $0.6M | 8 | N/A | N/A |
#2 | $0.6M | 8 | -11% | N/A |
#3 | $0.6M | 8 | -11% | N/A |
#4 | $0.6M | 8 | N/A | N/A |
#5 | $0.6M | 8 | 0% | N/A |
