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LAKE PACIFIC PARTNERS
4550 Travis Street
Suite 520
Dallas, Texas 75205
Tel: (312) 578-1110
About LAKE PACIFIC PARTNERS
LAKE PACIFIC PARTNERS, formally registered with the SEC as LAKE PACIFIC PARTNERS. The firm was established in 07/29/2022. They have over 1 offices throughout the country.
LAKE PACIFIC PARTNERS is a Dallas, Texas based Financial Planning firm with nearly $185,736,923 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174253 |
| SEC# | 801-126258 |
| Assets Managed by Firm | $185,736,923 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $185,736,923 |
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