Ashlee
Admire
Lion Street Advisors, LLC
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About this Advisor
Ashlee Admire is a certified financial planner working out of Dallas, Texas with 2 years of relevant experience. Admire is currently employed by Lion Street Advisors, LLC. Throughout their career, they have worked at Trunk Club, Dyi: Define Your Inspiration, Buddylove Showroom & Clothing Label, Ace Soiree Boutique Events, M Holdings Securities, Capital Plan, Ubs Financial Services, Southern Wealth Mgmt, Southern Wealth Securities, LLC, Lion Street Financial and Lion Street Advisors. Admire holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Lion Street Advisors, LLC is a financial advisory business based out of Austin, TX. The investment advisory business has offices in 27 locations and a total of 146 employees. It handles $1 billion in total assets between its 4,709 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 4,709 accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a number 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 largely depend on which services the firm provides the client. Fee types billed by Lion Street Advisors, LLC can be comprised 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
Ashlee Admire Work History
Ashlee has been registered as a financial advisor for 2 years.*
Lion Street Financial
Lion Street Advisors
Southern Wealth Mgmt
Southern Wealth Securities, LLC
M Holdings Securities
Capital Plan
Trunk Club
Ace Soiree Boutique Events
Ubs Financial Services
Dyi: Define Your Inspiration
Buddylove Showroom & Clothing Label
*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 Ashlee Admire 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
Bellevue, WA
Philadelphia, PA
Austin, TX
Lake Oswego, OR
Austin, TX
Eugene, OR
Austin, TX
Mobile, AL
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.
