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LAKE STREET ADVISORS GROUP, LLC Info

LAKE STREET ADVISORS GROUP, LLC info

LAKE STREET ADVISORS GROUP, LLC (SEC CIK 1724269) first filed with the SEC on 2018-02-15 (Form 13F-HR) and has filed 31 times since, including 29 Form 13F-HR quarterly holdings reports. It is organized in NH and registered at 145 MAPLEWOOD AVE, SUITE 210, PORTSMOUTH, NH, 03801.

  • Name: Value LAKE STREET ADVISORS GROUP, LLC.
  • SEC CIK: Value 1724269.
  • State of organization: Value NH.
  • Business address: Value 145 MAPLEWOOD AVE, SUITE 210, PORTSMOUTH, NH, 03801.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameLAKE STREET ADVISORS GROUP, LLC
SEC CIK1724269
State of organizationNH
Business address145 MAPLEWOOD AVE, SUITE 210, PORTSMOUTH, NH, 03801
Mailing address145 MAPLEWOOD AVE, SUITE 210, PORTSMOUTH, NH, 03801
Phone603-610-4100
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2018-02-15 (Form 13F-HR)
Latest SEC filing2025-02-04 (Form 13F-HR)
Filings on EDGAR31
First Form 13F-HR2018-02-15 (quarter ended 2017-12-31)
Latest Form 13F-HR2025-02-04 (quarter ended 2024-12-31)
Form 13F-HR filings29

Filings by Form

FormFilingsLatest
13F-HR292025-02-04
13F-HR/A12024-05-31
N-PX12024-08-06

Filings by Year

YearFilingsForm 13F-HR
202511
202464
202344
202244
202144
202044
201944
201844

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