Daniel
Hostetler
Lion Street Advisors, LLC
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About this Advisor
Daniel Hostetler is a financial advisor who works out of Clarksville, Maryland with 1 year of industry experience. Hostetler works at Lion Street Advisors, LLC. Throughout their career, they have worked at Hostetler Financial LLC, Arthur J Gallagher, First National Insurance Agency, Arkin Youngentob Associates, Bb&T Bank, Major League Lacrosse and Lion Street Advisors. Hostetler holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Maryland. Lion Street Advisors, LLC is an advisory business operating out of Austin, TX. It has offices in 27 locations and a total of 146 employees. It controls $1 billion in assets between its 4,709 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 4,709 accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Lion Street Advisors, LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on the type of services provided. Fee types billed by Lion Street Advisors, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Hostetler Work History
Daniel has been registered as a financial advisor for 1 years.*
Lion Street Advisors
Hostetler Financial LLC
Arthur J Gallagher
First National Insurance Agency
Arkin Youngentob Associates
Bb&T Bank
Major League Lacrosse
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Hostetler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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