KENT LAKE CAPITAL LLC is a Reno, Nevada based financial advisory firm with nearly $412,535,000 in assets under management and provides investment advisory services for 1 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 299642 | |
| SEC#: | 801-121945 | |
| Assets under Management: | $412,535,000 | |
| No. of Clients: | 1 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Portfolio Management for pooled Investment | |
| Fee Structure: | A Percentage of AUM, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| RB CAPITAL MANAGEMENT, LLC | 125678 | 801-62043 | 1267 | 14 | $628,339,624 |
| ARISTA WEALTH MANAGEMENT, LLC | 141504 | 801-78190 | 1202 | 10 | $496,550,178 |
| ALJIAN CAPITAL MANAGEMENT | 167381 | 801-78416 | 997 | 3 | $331,853,569 |
| AMERICAN WEALTH MANAGEMENT | 122205 | 801-70453 | 815 | 9 | $501,408,277 |
| PALISADE INVESTMENTS, LLC | 124776 | 801-80001 | 801 | 5 | $393,519,104 |
| FORTIS CAPITAL ADVISORS, LLC | 309709 | 801-119354 | 740 | 22 | $245,306,103 |
| CAPSTONE CAPITAL WEALTH ADVISORS | 123764 | 801-108040 | 732 | 5 | $313,832,667 |
| BUCKLEY WEALTH MANAGEMENT, LLC | 285823 | 801-109016 | 612 | 5 | $485,232,848 |
| INVESTMENT MANAGEMENT CONSULTANTS | 122718 | 801-122373 | 376 | 2 | $275,485,323 |
| KINGSBRIDGE WEALTH MANAGEMENT, INC. | 165560 | 801-77197 | 240 | 4 | $308,294,361 |
| HALLADOR INVESTMENT ADVISORS, INC. | 141335 | 801-67056 | 33 | 8 | $295,649,263 |
| KAMICHU WEALTH MANAGEMENT LLC | 295412 | 801-113441 | 28 | 19 | $229,157,825 |
| 1CONFIRMATION | 295180 | 801-121940 | 7 | 4 | $599,616,558 |
| KENT LAKE CAPITAL LLC | 299642 | 801-121945 | 1 | 4 | $412,535,000 |
| PILGRIM GLOBAL ADVISORS LLC | 323259 | 801-126727 | 1 | 2 | $300,646,677 |