Leslie
Lammers
Riverstone Advisors, LLC
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About this Advisor
Leslie Lammers is a chartered financial analyst working out of New Braunfels, Texas with 19 years of industry experience. Lammers is an advisor for Riverstone Advisors, LLC. They have been employed by Riverstone Advisors, Llc for their whole career. Lammers maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Riverstone Advisors, LLC is a firm with a branch in New Braunfels, Texas. The investment advisory business has just three advisors. It handles $281 million in assets among its 379 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 379 accounts, 49% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely depend on the type of financial services offered. Fee types charged by Riverstone Advisors, LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Riverstone Advisors, LLC Brokerage Details
$281,242,094
3
379
$742,064
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Leslie Lammers Work History
Leslie has been registered as a financial advisor for 19 years.*
Riverstone Advisors
*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 Leslie Lammers 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 Riverstone Advisors, LLC
Atlanta, GA
New Braunfels, TX
New Braunfels, TX
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