GREENLAKE ASSET MANAGEMENT LLC

1416 El Centro St #200
South Pasadena, California 91030
Tel: 626-529-1080

About GREENLAKE ASSET MANAGEMENT LLC

GREENLAKE ASSET MANAGEMENT LLC, formally registered with the SEC as GREENLAKE ASSET MANAGEMENT LLC. The firm was established in 07/30/2018. They have over 2 offices throughout the country.

GREENLAKE ASSET MANAGEMENT LLC is a South Pasadena, California based Financial Planning firm with nearly $843,353,211 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	221528
SEC#	801-113768
Assets Managed by Firm	$843,353,211
No. of Clients	3
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$843,353,211

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