Ashley
Yantz

Lake Street Advisors

CRD#7521643
Investment Advisor
in Portsmouth, NH

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About this Advisor

Ashley Yantz is a certified financial planner working out of Portsmouth, New Hampshire with a total of 1 year of relevant experience. Yantz is on the advisory team at Lake Street Advisors. Throughout their career, they have worked at Lake Street Advisors, Baker Newman Noyes, The Mfa Companies, Dgc and Bentley University. Yantz is approved to advise clients in Massachusetts and New Hampshire. Lake Street Advisors is a company operating out of Portsmouth, NH. The company has a total of 43 people on staff. It has $3 billion in total assets between its 1,862 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 1,862 accounts, 99% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management depend on which services are provided. However, fee types billed by Lake Street Advisors likely are comprised of some blend of asset-based, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

145 Maplewood Avenue Suite 210
Portsmouth, NH 03801

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Lake Street Advisors Brokerage Details

Total Assets Under Management

$2,888,383,638

NH Average: $509,638,208
Total Number of Employees

43

NH Average: 12
Total Number of Accounts

1,862

NH Average: 581
Average Account Size

$1,551,226

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Ashley Yantz Work History

Ashley has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lake Street Advisors

2020 - 2022 (2 years)

Baker Newman Noyes

2018 - 2020 (2 years)

The Mfa Companies

2013 - 2017 (4 years)

Dgc

2012 - 2013 (1 year)

Bentley University

*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 Ashley Yantz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lake Street Advisors

Hunter Steadley
Portsmouth, NH
Debra Stokes
Portsmouth, NH
Joseph Chase
Portsmouth, NH
Brian Thompson
Portsmouth, NH
Reilly Smith
Boston, MA
Jaclyn Hirl
Portsmouth, NH
Nicole Dunlevy
Portsmouth, NH
Rachael Bator
Portsmouth, NH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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