LAKE STREET ADVISORS, LLC
CRD #125471 SEC #801-78869 PORTSMOUTH, NH 603-610-4100
SEC Registered
Total AUM
$2.7B
Discretionary
$909.4M
Employees
29
Clients
26
Accounts
1,554
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $2.7B | $909.4M | $1.7B | 29 | 26 |
| Mar 2017 | $2.7B | $909.4M | $1.7B | 29 | 26 |
| Mar 2016 | $1.8B | $565.6M | $1.3B | 31 | 26 |
| Mar 2015 | $1B | $486M | $547.3M | 28 | 26 |
| Nov 2014 | $267.2M | $266M | $1.2M | 29 | 26 |
| Jun 2014 | $267.2M | $266M | $1.2M | 29 | 26 |
| Mar 2014 | $267.2M | $266M | $1.2M | 29 | 26 |
| Dec 2013 | $187.9M | $187.9M | $0 | 31 | 26 |
| Nov 2013 | $187.9M | $187.9M | $0 | 31 | 26 |
DateMar 2017
Total AUM$2.7B
Discretionary$909.4M
Non-Disc.$1.7B
Employees29
Clients26
DateMar 2017
Total AUM$2.7B
Discretionary$909.4M
Non-Disc.$1.7B
Employees29
Clients26
DateMar 2016
Total AUM$1.8B
Discretionary$565.6M
Non-Disc.$1.3B
Employees31
Clients26
DateMar 2015
Total AUM$1B
Discretionary$486M
Non-Disc.$547.3M
Employees28
Clients26
DateNov 2014
Total AUM$267.2M
Discretionary$266M
Non-Disc.$1.2M
Employees29
Clients26
DateJun 2014
Total AUM$267.2M
Discretionary$266M
Non-Disc.$1.2M
Employees29
Clients26
DateMar 2014
Total AUM$267.2M
Discretionary$266M
Non-Disc.$1.2M
Employees29
Clients26
DateDec 2013
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees31
Clients26
DateNov 2013
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees31
Clients26