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LAKE STREET ADVISORS GROUP, LLC

EIN 82-0706296-financial services-Latest filing 2024
Plans
1
Retirement
1
$7.1M assets
Welfare
0
Participants
59
145 MAPLEWOOD AVENUE, SUITE 210 - PORTSMOUTH, NH 03801603-610-4100lakestreetadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$7.1M - 59 part

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Retirement#001

LAKE STREET ADVISORS GROUP, LLC 401(K) PLAN

401k

Assets$7.1M
Participants59
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKE STREET ADVISORS GROUP, LLC 401(K) PLAN401k$7.1M592024
Retirement plans
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