George
Papanier
Lion Street Advisors, LLC
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About this Advisor
George Papanier is a financial advisor operating in Philadelphia, Pennsylvania with 1 year of industry experience. Papanier works at Lion Street Advisors, LLC. Over the course of their career, Papanier has held roles at M Holdings Securities, Inc, Rose Glen Advisors, LLC, Cms Companies, Lion Street Financial, Crisp Insurance Advisors and Axg Advisors. Papanier has a Series 63 license, qualifying them as a securities agent, and is approved to serve investors in Pennsylvania. Lion Street Advisors, LLC is a registered investment firm based out of Austin, TX. It has offices in 27 locations and a total of 146 advisors. It manages $1 billion in assets under management between its 4,709 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 4,709 accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a number of services, such as 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 usually depend on the services provided. However, fees charged by Lion Street Advisors, LLC can 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
George Papanier Work History
George has been registered as a financial advisor for 1 years.*
Lion Street Financial
Axg Advisors
Crisp Insurance Advisors
M Holdings Securities, Inc
Rose Glen Advisors, LLC
Cms Companies
*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 George Papanier 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
Philadelphia, PA
Austin, TX
Bellevue, WA
Lake Oswego, OR
Eugene, OR
Austin, TX
Tyler, TX
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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