9AT: LENK LADNER INVESTMENT SOLUTIONS LLC

LENK LADNER INVESTMENT SOLUTIONS LLC

LENK LADNER INVESTMENT SOLUTIONS LLC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 03/12/1993
ADV Location	OSTERVILLE, MA, United States
Contact Info	508 xxxxxxx
Websites

AUM^*	337,349,864 15%
of that, discretionary	294,140,611 11%
Number of Employees	3
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	705,753 11%
% High Net Worth	40.22% 5%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

294M 252M 210M 168M 126M 84M 42M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Lenk Ladner Investment Solutions is a fee based only advisory firm that manages investment portfolios for individuals and organizations on a continuous basis. The firm’s two principal owners are Geoffrey Lenk and John Ladner. The firm began servicing client’s needs in June 1993. We primarily invest in stocks, bonds, mutual funds and exchange traded funds (ETF) to help achieve your investment objectives. Lenk Ladner Investment Solutions maintains a conservative investment philosophy with a long-term approach towards investing. Our strategy is to identify sound companies with good growth prospects. We seek growth at a reasonable price and typically purchase companies with increasing earnings that regularly increase dividends for solid results. However, companies that do not pay a dividend are not excluded. Our investment strategy seeks total return (appreciation and income) with minimal emphasis on short term trading. In selecting investments for our clients,

our judgment is based entirely on how we can best achieve a client’s objectives. A wide variety of investment research sources are utilized to develop an independent opinion regarding our client’s portfolio. While understanding each client’s portfolio may be unique; we often maintain positions held by such clients for years. We stress tax efficiencies and seek long-term accumulation of wealth while achieving a growing income stream. Lenk Ladner Investment Solutions does not participate in any wrap fee programs, nor do we have any soft dollar broker-dealer agreements (the exchange of research for brokerage business at specific brokerage firms). The firm currently manages $292,589,965 on a discretionary and non-discretionary basis. 427 accounts are managed on a discretionary basis totaling $264,536,879 and 33 accounts are managed on a non-discretionary basis totaling $28,053,086. This information was compiled on March 11, 2024.