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LENK LADNER INVESTMENT SOLUTIONS LLC
CRD 109927 · SEC 801-43403
896 MAIN STREET, OSTERVILLE, MA, 02655, United States
Phone
508-428-1645
Fax
508-428-4421
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$337.3M
Discretionary AUM
$294.1M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $42.0M |
| High net worth individuals | 111 | $293.6M |
| Charitable organizations | 3 | $1.2M |
| Corporations/business entities | 3 | $519K |
States served
MA, NY, NH
All web addresses on file
Official SEC filing: View on IAPD