Overview
Assets Under Management: $155 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 36
Average Client Assets: $2.2 million
Frequently Asked Questions
LAKE AVENUE FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315746), LAKE AVENUE FINANCIAL LLC is subject to fiduciary duty under federal law.
LAKE AVENUE FINANCIAL LLC is headquartered in PASADENA, CA.
LAKE AVENUE FINANCIAL LLC serves 36 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, LAKE AVENUE FINANCIAL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LAKE AVENUE FINANCIAL LLC manages $155 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, LAKE AVENUE FINANCIAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.64%
Average Client Assets: $2.2 million
Total Client Accounts: 731
Discretionary Accounts: 731
Regulatory Filings
CRD Number: 315746
Filing ID: 2071217
Last Filing Date: 2026-03-23 10:04:11