LENK LADNER INVESTMENT SOLUTIONS LLC

LENK LADNER INVESTMENT SOLUTIONS LLC of OSTERVILLE, MA is an SEC-registered investment adviser (CRD 109927). Regulatory assets under management: $337.3M.

Registration

• CRD: 109927
• SEC file number: 801-43403
• Type: Registered investment adviser
• Location: 896 MAIN STREET, OSTERVILLE, MA, 02655
• Phone: 508-428-1645
• Latest filing: 2026-03-27
• Regulatory AUM: $337.3M
• Discretionary AUM: $294.1M
• Non-discretionary AUM: $43.2M
• Clients: 3
• Accounts: 478

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109927 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search