LION STREET ADVISORS, LLC

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.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (8)

NameRoleLocation
Carie Marie HecklerCCO
John Fredrick BurmeisterPRESIDENT & CEO
Kari RatajczakCHIEF ACCOUNTING OFFICER
HECKLER CARIE MARIECCO
LEFFERTS JOHN MICHAELPRESIDENT/CEO
BURMEISTER JOHN FREDRICKPRESIDENT & CEO; PRESIDENT/COO
WARDLAW KYLE NEWTDIRECTOR OF SALES SUPERVISION
RATAJCZAK KARICHIEF ACCOUNTING OFFICER

Disclosures (4)

InitiatedTypeAllegationsStatusAmount
regulatory

Branch offices (81)

Showing 15 of 81 offices.

CityStateEmployeesPhone
BELLEVUEWA7425-749-3300
NEWTONMA6617-225-2600
TYLERTX5903-533-8585
WACOTX5254-399-0212
CEDAR RAPIDSIA5319-739-1436
FARGOND3701-232-0643
FARGOND3701-232-0643
LAKE FORESTCA3949-852-2288
PITTSBURGHPA3412-281-5472
MISSIONKS3913-319-8925
NAPERVILLEIL2630-842-3600
EUGENEOR2541-342-2224
EUGENEOR2541-342-2224
SUNBURYOH2(740) 331-7868
LAKE OSWEGOOR2503-341-3663

More on this firm