LANSING STREET ADVISORS of AMBLER, PA is an SEC-registered investment adviser (CRD 306882). Regulatory assets under management: $555.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations, Investment cos.
| Name | Role | Location |
|---|---|---|
| Matthew Topley | CHIEF EXECUTIVE OFFICER | Ambler, PA |
| Michael Charles Topley | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| TOPLEY MATTHEW | CHIEF EXECUTIVE OFFICER | — |
| TOPLEY MICHAEL | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| TOPLEY MICHAEL CHARLES | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2023-04-27 | regulatory | LANSING STREET ADVISORS IS ALLEGED NOT TO HAVE TAKEN STEPS NECESSARY TO ENSURE THAT MATERIAL INFORMATION CONTAINED IN ITS FORM ADV AND EXHIBITS REMAINED CURRENT AND ACCURATE AND NOT TO HAVE TIMELY FILED AN AMENDMENT ON FORM ADV. | Final | $100K |