LENK LADNER INVESTMENT SOLUTIONS LLC
CRD #109927 SEC #801-43403 OSTERVILLE, MA 508-428-1645
SEC Registered
Total AUM
$310.6M
Discretionary
$257.7M
Employees
3
Clients
10
Accounts
472
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $310.6M | $257.7M | $52.9M | 3 | 0 |
| Mar 2024 | $292.6M | $264.5M | $28.1M | 3 | 2 |
| Mar 2023 | $265.4M | $212.5M | $52.8M | 3 | 2 |
| Sep 2022 | $234.1M | $196.2M | $37.9M | 3 | 2 |
| Mar 2022 | $234.1M | $196.2M | $37.9M | 3 | 2 |
| Feb 2021 | $174.2M | $129.2M | $44.9M | 3 | 2 |
| Jun 2020 | $139.3M | $104.7M | $34.6M | 3 | 188 |
| Jun 2020 | $139.3M | $104.7M | $34.6M | 3 | 188 |
| Mar 2020 | $139.3M | $104.7M | $34.6M | 3 | 188 |
| Mar 2019 | $144.2M | $107.3M | $36.8M | 3 | 188 |
| Mar 2018 | $142.1M | $106.3M | $35.8M | 3 | 188 |
| Mar 2017 | $125M | $94.5M | $30.5M | 4 | 323 |
| Mar 2016 | $114.1M | $87.6M | $26.5M | 4 | 318 |
| Mar 2015 | $112.7M | $91.7M | $21M | 4 | 302 |
| Mar 2014 | $107.4M | $20M | $87.4M | 4 | 145 |
| Apr 2013 | $99.5M | $85.5M | $13.9M | 4 | 145 |
| Mar 2012 | $97.3M | $75.2M | $22.1M | 1 | 140 |
| Mar 2011 | $86.8M | $70.4M | $16.5M | 5 | -- |
| Mar 2010 | $78.6M | $65.8M | $12.8M | 5 | -- |
| Mar 2007 | $76.3M | $67.1M | $9.2M | 5 | -- |
| Sep 2005 | $60.4M | $52.9M | $7.5M | 5 | -- |
| Apr 2004 | $53.5M | $48M | $5.5M | 5 | -- |
| May 2002 | $46.2M | $36.7M | $9.5M | 5 | -- |
DateMar 2025
Total AUM$310.6M
Discretionary$257.7M
Non-Disc.$52.9M
Employees3
Clients0
DateMar 2024
Total AUM$292.6M
Discretionary$264.5M
Non-Disc.$28.1M
Employees3
Clients2
DateMar 2023
Total AUM$265.4M
Discretionary$212.5M
Non-Disc.$52.8M
Employees3
Clients2
DateSep 2022
Total AUM$234.1M
Discretionary$196.2M
Non-Disc.$37.9M
Employees3
Clients2
DateMar 2022
Total AUM$234.1M
Discretionary$196.2M
Non-Disc.$37.9M
Employees3
Clients2
DateFeb 2021
Total AUM$174.2M
Discretionary$129.2M
Non-Disc.$44.9M
Employees3
Clients2
DateJun 2020
Total AUM$139.3M
Discretionary$104.7M
Non-Disc.$34.6M
Employees3
Clients188
DateJun 2020
Total AUM$139.3M
Discretionary$104.7M
Non-Disc.$34.6M
Employees3
Clients188
DateMar 2020
Total AUM$139.3M
Discretionary$104.7M
Non-Disc.$34.6M
Employees3
Clients188
DateMar 2019
Total AUM$144.2M
Discretionary$107.3M
Non-Disc.$36.8M
Employees3
Clients188
DateMar 2018
Total AUM$142.1M
Discretionary$106.3M
Non-Disc.$35.8M
Employees3
Clients188
DateMar 2017
Total AUM$125M
Discretionary$94.5M
Non-Disc.$30.5M
Employees4
Clients323
DateMar 2016
Total AUM$114.1M
Discretionary$87.6M
Non-Disc.$26.5M
Employees4
Clients318
DateMar 2015
Total AUM$112.7M
Discretionary$91.7M
Non-Disc.$21M
Employees4
Clients302
DateMar 2014
Total AUM$107.4M
Discretionary$20M
Non-Disc.$87.4M
Employees4
Clients145
DateApr 2013
Total AUM$99.5M
Discretionary$85.5M
Non-Disc.$13.9M
Employees4
Clients145
DateMar 2012
Total AUM$97.3M
Discretionary$75.2M
Non-Disc.$22.1M
Employees1
Clients140
DateMar 2011
Total AUM$86.8M
Discretionary$70.4M
Non-Disc.$16.5M
Employees5
Clients--
DateMar 2010
Total AUM$78.6M
Discretionary$65.8M
Non-Disc.$12.8M
Employees5
Clients--
DateMar 2007
Total AUM$76.3M
Discretionary$67.1M
Non-Disc.$9.2M
Employees5
Clients--
DateSep 2005
Total AUM$60.4M
Discretionary$52.9M
Non-Disc.$7.5M
Employees5
Clients--
DateApr 2004
Total AUM$53.5M
Discretionary$48M
Non-Disc.$5.5M
Employees5
Clients--
DateMay 2002
Total AUM$46.2M
Discretionary$36.7M
Non-Disc.$9.5M
Employees5
Clients--