CRD: 109927
Lenk Ladner Investment Solutions LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-1993
- Office Locations
- 1
Office Locations
About Lenk Ladner Investment Solutions LLC
Lenk Ladner Investment Solutions is an Osterville, MA advisory firm serving retail and institutional clients with personalized financial and investment planning, including retirement, tax and estate planning and insurance coordination. Portfolios follow a value-based process focused on financially stable companies and diversified allocation, using vehicles such as ETFs, index funds and mutual funds alongside fixed income. Custody includes Schwab and Merrill Lynch, and the firm publishes quarterly market commentary.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEOFFREY F. LENK
Chief Compliance Officer, PARTNER, Registered Representative
- CRD
- --
- Ownership
- 50% but less than 75%
JOHN MICHAEL LADNER
PARTNER, Registered Representative
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
CARIE ANN CARNEY
Financial Advisor, General Partner
- CRD
- #4467490
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,140,611 | $646,463 |
| Non-Discretionary | $43,209,253 | $1,878,663 |
| Total | $337,349,864 | $705,753 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing