Lion Street

Lion Street is a leading national financial services company comprised of over 200 independent Owner-Firms that specialize in design and planning for high net worth and corporate clients. Each Owner-Firm is carefully selected, held to the highest ethical standards, and approved by an Executive Committee. The term “Owner” is used, as each advisor is a stockholder in Lion Street, similar to being a partner in a law or tax firm. This model supports “Fierce Independence” compared to being an employee, broker, or member of an organization. Ownership in Lion Street is by invitation only; we have no members. Lion Street headquarters are located in Austin, Texas, with over 90 employees that support our Owner-Firms by providing the intellectual capital and resources needed to keep our firms “Fiercely Independent.” Securities, including variable products, offered through Lion Street Financial, LLC, member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies of Lion Street, Inc., and none provide tax or legal advice. This information is not a recommendation to purchase any product or service. Investors should discuss their specific situation with their financial professional.