PACIFIC LAKE PARTNERS, LLC

800 Boylston Street
Suite 2220
Boston, Massachusetts 02199
Tel: 617-658-3024

About PACIFIC LAKE PARTNERS, LLC

PACIFIC LAKE PARTNERS, LLC, formally registered with the SEC as PACIFIC LAKE PARTNERS, LLC. The firm was established in 04/06/2017. They have over 2 offices throughout the country.

PACIFIC LAKE PARTNERS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,587,195,625 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160377
SEC#	801-110327
Assets Managed by Firm	$1,587,195,625
No. of Clients	9
No. of Advisors	25

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	9	$1,587,195,625

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