Lenk Ladner Investment Solutions LLC is a large advisory firm based in Osterville. It manages $144.16 million of regulatory assets for 342 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts and New Hampshire.
Lenk Ladner Investment Solutions provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lenk Ladner Investment Solutions LLC is $144.16 million. The firm's AUM has grown by 241% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lenk Ladner Investment Solutions LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Lenk Ladner Investment Solutions is high net worth individuals with 53 clients and $110.08 million of assets under management. Among the 10 most similar advisory firms, Lenk Ladner Investment Solutions has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $144.16 million for 211 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lenk Ladner Investment Solutions doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lenk Ladner Investment Solutions LLC performs its advisory services is located at 896 Main Street, Osterville, MA 02655 The mailing address of the firm is 896 Main Street, Osterville, MA 02655. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-428-1645 or by fax 508-428-4421. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at lenkladner.com.