LAGO ASSET MANAGEMENT

10 South Wacker Drive
3540
Chicago, Illinois 60606
Tel: 7734175246

About LAGO ASSET MANAGEMENT

LAGO ASSET MANAGEMENT, formally registered with the SEC as LAGO ASSET MANAGEMENT. The firm was established in 07/29/2022. They have over 1 offices throughout the country.

LAGO ASSET MANAGEMENT is a Chicago, Illinois based Financial Planning firm with nearly $380,584,054 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305631
SEC#	801-126267
Assets Managed by Firm	$380,584,054
No. of Clients	12
No. of Advisors	10

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	12	$380,584,054

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