Lion Street

EST. AUM
$3,177,363,713

CONTACTS
12

CLIENT ACCOUNTS
7,668

Firm Details

Metro area Austin
CRD Number 167610
Website lionstreet.com
Client types

Overview

Lion Street was founded in 2010 by a group of leading life insurance firms inspired by the vision of industry veteran Bob Carter. The company was established to create a network of elite, sophisticated life insurance professionals, providing them with a platform to collaborate, share ideas, and exchange best practices. Lion Street also leverages the collective buying power of its members to negotiate favorable arrangements with insurance companies on a national scale.

Platform Details

Investment Preferences

Alternative Activity