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LAKE STREET
128 N. May Street
Floor 2
Chicago, Illinois 60607
Tel: 312-766 7040
About LAKE STREET
LAKE STREET, formally registered with the SEC as LAKE STREET. The firm was established in 05/16/2018. They have over 2 offices throughout the country.
LAKE STREET is a Chicago, Illinois based Financial Planning firm with nearly $961,797,021 assets under management, offering retirement planning & investment advisory services to 1595 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296761 |
| SEC# | 801-113228 |
| Assets Managed by Firm | $961,797,021 |
| No. of Clients | 1595 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (ERISA SECTION 3(21) CO-FIDUCIARY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1595 | $961,797,021 |
| Individuals (other than high net worth individuals) | 231 | $74,077,075 |
| High net worth individuals | 270 | $694,181,365 |
| Pension and profit sharing plans | 11 | $143,863,983 |
| Charitable organizations | Fewer than 5 clients | $44,547,139 |
| Corporations or other businesses | Fewer than 5 clients | $5,113,178 |
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