LAKE STREET - Financial Advisor in Illinois, Chicago

Tel: 312-766 7040 128 N. May Street Floor 2 Chicago, Illinois 60607

About LAKE STREET

LAKE STREET is a Chicago, Illinois based financial advisory firm with nearly $961,797,021 in assets under management and provides investment advisory services for 1595 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

296761

Firm SEC#:

801-113228

Assets Under Management:

$961,797,021

No. of Clients:

1595

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (ERISA SECTION 3(21) CO-FIDUCIARY SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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