THIRD LAKE PARTNERS, LLC

1600 E 8th Ave
Suite A132-A
Tampa, Florida 33605
Tel: (813) 497-8100

About THIRD LAKE PARTNERS, LLC

THIRD LAKE PARTNERS, LLC, formally registered with the SEC as THIRD LAKE PARTNERS, LLC. The firm was established in 04/11/2019. They have over 1 offices throughout the country.

THIRD LAKE PARTNERS, LLC is a Tampa, Florida based Financial Planning firm with nearly $2,167,397,704 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299961
SEC#	801-115011
Assets Managed by Firm	$2,167,397,704
No. of Clients	44
No. of Advisors	19

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	44	$2,167,397,704
Corporations or other businesses	7	$1,127,667,200

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