Lansing Street Advisors
Financial planning in Ambler, PA
SEC registeredNo commissions reported
Public-record details
- Address
- 124 S Maple Street, Suite 325, Ambler, PA 19002
- Phone
- (215) 718-2063
- Listed under
- Financial planning, Flat / fixed fees, % of assets managed
- Legal name
- Lansing Street Advisors LLC
- CRD number
- 306882
- Registration
- SEC registered since 2022-08-08
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $555.0 million
- Accounts managed
- 561
- Clients reported (Form ADV 5.D)
- 151
- Individual / high-net-worth clients
- 81 / 69
- Employees
- 5
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- Yes — see IAPD for details
- Latest Form ADV filing
- 2026-08-13
Read the official record
- SEC IAPD summary for CRD 306882 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Ambler
Buoyant WealthState registeredNo commissions reportedDillon Capital ManagementState registeredNo commissions reportedKeitz Investment Management LTD.State registeredNo commissions reportedRational Capital Advisors LLCState registeredNo commissions reportedValley Financial GroupSEC registeredNo commissions reported