CRD: 109927
Lenk Ladner Investment Solutions LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 27, 2026, reported AUM increased 8.6%, from $310.6M to $337.3M.
Across 5 reported observations, AUM increased 44.1% between September 19, 2022 and March 27, 2026, from $234.1M to $337.3M.
Of the latest reported AUM, 87.2% is discretionary and 12.8% is non-discretionary.
The firm reports 3 advisory representatives and 276 clients, or 92 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 33 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Lenk Ladner Investment Solutions LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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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 |
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Separately Managed Accounts
SMA allocation detail is available
Lenk Ladner Investment Solutions LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.