LION STREET ADVISORS, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 167610). Regulatory assets under management: $3.2B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Carie Marie Heckler | CCO | — |
| John Fredrick Burmeister | PRESIDENT & CEO | — |
| Kari Ratajczak | CHIEF ACCOUNTING OFFICER | — |
| HECKLER CARIE MARIE | CCO | — |
| LEFFERTS JOHN MICHAEL | PRESIDENT/CEO | — |
| BURMEISTER JOHN FREDRICK | PRESIDENT & CEO; PRESIDENT/COO | — |
| WARDLAW KYLE NEWT | DIRECTOR OF SALES SUPERVISION | — |
| RATAJCZAK KARI | CHIEF ACCOUNTING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 81 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| BELLEVUE | WA | 7 | 425-749-3300 |
| NEWTON | MA | 6 | 617-225-2600 |
| TYLER | TX | 5 | 903-533-8585 |
| WACO | TX | 5 | 254-399-0212 |
| CEDAR RAPIDS | IA | 5 | 319-739-1436 |
| FARGO | ND | 3 | 701-232-0643 |
| FARGO | ND | 3 | 701-232-0643 |
| LAKE FOREST | CA | 3 | 949-852-2288 |
| PITTSBURGH | PA | 3 | 412-281-5472 |
| MISSION | KS | 3 | 913-319-8925 |
| NAPERVILLE | IL | 2 | 630-842-3600 |
| EUGENE | OR | 2 | 541-342-2224 |
| EUGENE | OR | 2 | 541-342-2224 |
| SUNBURY | OH | 2 | (740) 331-7868 |
| LAKE OSWEGO | OR | 2 | 503-341-3663 |