LENK LADNER INVESTMENT SOLUTIONS LLC
Adviser information for LENK LADNER INVESTMENT SOLUTIONS LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 427 | $264.5M |
| Non-Discretionary | 33 | $28.1M |
| Total | 460 | $292.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 140 | $40.8M |
| HNW Individuals | 92 | $249.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 6 | $2.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $307,161 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-43403 |
|---|---|
| SEC ERA File Number | 801-43403 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109927 |
| Legal Entity Identifier | None |
Principal Office
896 MAIN STREETOSTERVILLE
MA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 508-428-1645, Fax: 508-428-4421
Websites
Chief Compliance Officer
GEOFFREY F. LENK
PARTNER
896 MAIN ST
OSTERVILLE
MA
United States
Tel:
508-428-1645
Fax:
508-428-4421
G****@*************M
(Full email address available in API data)
Regulatory Contact
CARIE M. CARNEY
CFP
896 MAIN ST.
OSTERVILLE
MA
United States
Tel:
508-428-1645
Fax:
508-428-4421
C****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LENK, GEOFFREY, F. | Individual | – | PARTNER,CHIEF COMPLIANCE OFFICER | 06/1993 | 50-75% |
| LADNER, JOHN, MICHAEL | Individual | – | PARTNER | 04/1995 | 25-50% |