Ashlee
Admire

Lion Street Advisors, LLC

CRD#6442015
Investment Advisor
in Dallas, TX

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5950 Sherry Lane Suite 420
Dallas, TX 75225

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$2,341,977,930

TX Average: $3,042,739,679
Total Number of Employees

156

TX Average: 49
Total Number of Accounts

7,526

TX Average: 2,315
Average Account Size

$311,185

TX Average: $1,314,358

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

2021 - Present (3 years)

Lion Street Financial

2021 - Present (3 years)

Lion Street Advisors

2018 - 2021 (3 years)

Southern Wealth Mgmt

2018 - 2021 (3 years)

Southern Wealth Securities, LLC

2017 - 2018 (1 year)

M Holdings Securities

2017 - 2018 (1 year)

Capital Plan

2015 - 2015 (< 1 year)

Trunk Club

2015 - 2016 (1 year)

Ace Soiree Boutique Events

2015 - 2017 (2 years)

Ubs Financial Services

2014 - 2014 (< 1 year)

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

Andrew Kuchera
Austin, TX
David Cox
Sacramento, CA
Ashlee Admire
Dallas, TX
Michael Cowart
Mobile, AL
Claude Smith
Cleveland, OH
Joseph Kuehn
Austin, TX
Davonta Martin
Bellevue, WA
Cody Jochim
Fargo, ND

The content in this profile was updated by SmartAsset on 6/19/2024. 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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