WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

600 Elm Place
Highland Park, Illinois 60035
Tel: (847) 616-2590

About WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC, formally registered with the SEC as WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. The firm was established in 12/06/2018. They have over 1 offices throughout the country.

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC is a Highland Park, Illinois based Financial Planning firm with nearly $556,559,668 assets under management, offering retirement planning & investment advisory services to 1882 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299595
SEC#	801-114386
Assets Managed by Firm	$556,559,668
No. of Clients	1882
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1882	$556,559,668
Individuals (other than high net worth individuals)	296	$277,665,780
High net worth individuals	44	$277,712,023
Pension and profit sharing plans	3	$1,181,865

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BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
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