Overview
Assets Under Management: $199 million
High-Net-Worth Clients: 2
Average Client Assets: $75 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.26
Average High-Net-Worth Client Assets: $75 million
Total Client Accounts: 360
Discretionary Accounts: 357
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 331717
Filing ID: 1964953
Last Filing Date: 2025-03-28 06:30:00
Website: https://lkwealthmanagement.com