Ashlee
Admire
Lion Street Advisors, LLC
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About this Advisor
Ashlee Admire is a financial advisor based in Dallas, Texas, working with Lion Street Advisors, LLC. Ashlee has previously held positions at Trunk Club, Dyi: Define Your Inspiration, 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. Ashlee has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Ashlee is part of Lion Street Advisors, LLC, which operates out of Dallas, Texas. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lion Street Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$2,341,977,930
156
7,526
$311,185
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
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
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
Tyler, TX
Bellevue, WA
Sacramento, CA
Dallas, TX
Austin, TX
Tampa, FL
Fargo, ND
Weimar, TX
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