Overview
Assets Under Management: $962 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 270
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 270
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.18
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,595
Discretionary Accounts: 1,581
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 296761
Last Filing Date: 2025-02-20 00:00:00
Website: https://lakest.com