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, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM and fixed-fee basis. Its advisory services include financial planning, portfolio management for individuals/small businesses and for pooled vehicles, selection of other advisers, and publication of client-facing periodicals or newsletters. The firm identifies as a capital allocator, is active on ESG-related investing, and participates as sponsor/GP/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 Topley
Chief Operating OfficerCRD 5808156
Michael Horwath
Chief Investment OfficerCRD 6015918
Contacts
3 of 4
Megan Keenan
Director of OperationsCRD 5182692
Patrick Greenhalgh
Investment Advisor RepresentativeCRD 6622405
Matthew Topley
Founder & PresidentCRD 4604606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 220Active vs passive
$766M in ETFs
86%
$660M
10%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $76.2M | 110,951 | 9.94% |
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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