Lake Street Advisors Group, LLC

New Hampshire
Registered In
04/03/2017
Incorp. Date
Foreign
Registration Type

Company Summary

Lake Street Advisors Group, LLC at 875 Third Ave FL 28th, New York, Ny lists Focus Operating, Llc and J. Russell Mcgranahan of New York, NY as the associates.

Overview

Registered In
New Hampshire
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Good Standing
Registration Type
Foreign
Email
******************@wolterskluwer.com
Phone
(646) 519-****
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People

C T Corporation System Registered Agent
2 1/2 BEACON ST, CONCORD, NH 03301
Focus Operating, Llc Manager
875 3RD AVE FL 28TH, NEW YORK, NY 10022
J. Russell Mcgranahan Member
875 3RD AVE FL 28TH, NEW YORK, NY 10022
Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

875 THIRD AVE FL 28TH, NEW YORK, NY View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Lake Street Advisors
New York, NY

Financials

Financial Information for Lake Street Advisors Group, LLC

Form 5500

LAKE STREET ADVISORS GROUP, LLC

145 Maplewood Avenue, Suite 210, Portsmouth, Nh 03802 (603) 610-4100 EIN:82-0706296 Plan Admin:Beverly Daly
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLAKE STREET ADVISORS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY56 / 58 Assets BOY/EOY$5,177,619 / $6,571,846 2023 LAKE STREET ADVISORS GROUP, LLC 401(K) PLAN - Plan #001 56 / 58 $5,177,619 / $6,571,846
2022 Plan NameLAKE STREET ADVISORS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY46 / 55 Assets BOY/EOY$6,955,553 / $5,177,619 2022 LAKE STREET ADVISORS GROUP, LLC 401(K) PLAN - Plan #001 46 / 55 $6,955,553 / $5,177,619
2021 Plan NameLAKE STREET ADVISORS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY40 / 46 Assets BOY/EOY$5,742,665 / $6,955,553 2021 LAKE STREET ADVISORS GROUP, LLC 401(K) PLAN - Plan #001 40 / 46 $5,742,665 / $6,955,553
2020 Plan NameLAKE STREET ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY38 / 39 Assets BOY/EOY$4,637,100 / $5,742,665 2020 LAKE STREET ADVISORS, LLC 401(K) PLAN - Plan #001 38 / 39 $4,637,100 / $5,742,665
2019 Plan NameLAKE STREET ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY36 / 38 Assets BOY/EOY$3,405,550 / $4,637,100 2019 LAKE STREET ADVISORS, LLC 401(K) PLAN - Plan #001 36 / 38 $3,405,550 / $4,637,100
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Person/Address Match:Focus Operating Llc -
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Focus Treasury & Credit Solutions, LLC Registered in California
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Address Match:875 Third Ave New York, NY
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Related Business Names:
Lake Street Advisors Group, LLC Registered in New York
New York, NY View Report
Lake Street Advisors Group, LLC Registered in Massachusetts
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Person/City Match:J Russell Mcgranahan - New York, NY
Buckingham Strategic Partners, LLC Registered in West Virginia
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Atlas Private Wealth Management, LLC Registered in Vermont
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Bfsg, LLC Registered in Nevada
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Buckingham Strategic Wealth, LLC Registered in Connecticut
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Focus Operating, LLC Registered in Massachusetts
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Focus Operating, LLC Registered in California
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Focus Risk Solutions, LLC Registered in Vermont
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Foster Dykema Cabot & Partners, LLC Registered in Massachusetts
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One Charles Private Wealth Services, LLC Registered in Massachusetts
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Quadrant Insurance Wealth Structuring, LLC Registered in Connecticut
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Transform Wealth, LLC Registered in California
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Xml Securities, LLC Registered in California
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Cornerstone Risk Management Advisors, LLC Registered in North Carolina
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Eton Advisors Group, LLC Registered in North Carolina
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Focus Risk Solutions, LLC Registered in North Carolina
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Kovitz Investment Group Partners, LLC Registered in North Carolina
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Focus Risk Solutions, LLC Registered in Mississippi
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Sources

The following government agencies have contributed data:

• New Hampshire Department of State • U.S. Department of Labor
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