James
Apostolico
Lion Street Advisors, LLC
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About this Advisor
James Apostolico is a certified financial planner and chartered financial consultant operating in Mountain Lakes, New Jersey with a total of 2 years of industry experience. Apostolico is currently employed by Lion Street Advisors, LLC. Throughout their career, they have worked at Ifp Group Inc, Integrated Financial Planning, The Leaders Group Inc and Lion Street Financial. Apostolico is registered to work in New Jersey. Lion Street Advisors, LLC is a registered investment firm headquartered in Austin, TX. The investment advisory business has offices in 27 locations and a total of 146 advisors. It administers $1 billion in assets under management across its 4,709 accounts, placing it among the largest firms in the nation by assets under management. Of its 4,709 customer accounts, just 8% are associated with high-net-worth clients who have more than $1 million in investable assets. Lion Street Advisors, LLC has a broad array 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 for financial advisory services typically depend on which service is provided. However, fee types charged by Lion Street Advisors, LLC likely include 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
James Apostolico Work History
James has been registered as a financial advisor for 2 years.*
Lion Street Financial
Integrated Financial Planning
Ifp Group Inc
The Leaders Group Inc
*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 James Apostolico 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 Lion Street Advisors, LLC
Austin, TX
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Bellevue, WA
Lake Oswego, OR
Philadelphia, PA
Bellevue, WA
Austin, TX
San Ramon, CA
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.
