Lansing Street Advisors
Firm details
- Headquarters
- Ambler, Pennsylvania
- CRD number
- 306882
- Registered since
- August 8, 2022
- Website
- lansingadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.69%
- Pooled Investment Vehicles6.91%
- Individuals5.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Lansing Street Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm describes itself as a capital allocator serving both individual/family and institutional clients, charging either a percentage of assets under management or fixed fees. Its advisory services span financial planning, portfolio management for individuals and pooled investment vehicles, selection of outside managers, and the publication of periodicals or newsletters. The firm identifies as an active ESG investor and is also involved as a sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities22%
- Other4%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Michael Horwath
Chief Investment OfficerCRD 6015918
Michael Topley
Chief Operating OfficerCRD 5808156
Contacts
3 of 4
Megan Keenan
Director of OperationsCRD 5182692
Stephen Topley
ConsultantCRD 7875059
Patrick Greenhalgh
Investment Advisor RepresentativeCRD 6622405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$388M in ETFs
86%
$334M
10%
$53.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $76.2M | 110,951 | 19.66% |
Location
Ambler, PA
Montgomery
Location
Ambler, PA
Headquartered in Ambler, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 124 S Maple Way
- Time zone
- ET (UTC-5)
- Office locations
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