Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003. From years of working with founders, CEOs, and early investors, they have significant experience with financial strategies unique to early-stage and growth-stage companies. Lake Street Advisors has locations in Boston, MA and Portsmouth, NH, and serves clients throughout New England and across the country.
View Top Employees from Lake Street Advisors| Website | http://www.lakestreetadvisors.com/ |
| Revenue | $6 million |
| Employees | 50 (50 on RocketReach) |
| Founded | 2003 |
| Address | 145 Maplewood Avenue Suite 210, Portsmouth, New Hampshire 03801, US |
| Phone | (617) 303-5100 |
| Technologies |
JavaScript,
HTML,
Twitter
+27 more
(view full list)
|
| Industry | Financial Services, Finance, We take a holistic approach to a client’s wealth. We apply a ful, Investment Banking, Brokerage |
| Web Rank | 10 Million |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Lake Street Advisors employee's phone or email?
Lake Street Advisors Questions
The Lake Street Advisors annual revenue was $6 million in 2024.
Joe Chase is the Managing Partner of Lake Street Advisors.
50 people are employed at Lake Street Advisors.
Lake Street Advisors is based in Portsmouth, New Hampshire.
The NAICS codes for Lake Street Advisors are [5239, 52, 523, 52393].
The SIC codes for Lake Street Advisors are [628, 62].
Top Lake Street Advisors Employees
-
33
-
45
-
21
-
22
-
45+
-
ViewBev Daly
Director of Human Resources and Business Operations at Lake Street Advisors
Boston, Massachusetts, United States2 -
22
-
41
-
22
Related Companies
