LAKE WHILLANS CAPITAL PARTNERS LLC

12750 Merit Drive
Suite 520
Dallas, Texas 75251
Tel: (646) 389-1032

About LAKE WHILLANS CAPITAL PARTNERS LLC

LAKE WHILLANS CAPITAL PARTNERS LLC, formally registered with the SEC as LAKE WHILLANS CAPITAL PARTNERS LLC. The firm was established in 04/30/2018. They have over 1 offices throughout the country.

LAKE WHILLANS CAPITAL PARTNERS LLC is a Dallas, Texas based Financial Planning firm with nearly $187,333,648 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287835
SEC#	801-113087
Assets Managed by Firm	$187,333,648
No. of Clients	3
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$187,333,648

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