LAKE ROAD ADVISORS, LLC
Tel: (607) 438-2914 5 East Market Street Suite 229 Corning, New York 14830
About LAKE ROAD ADVISORS, LLC
LAKE ROAD ADVISORS, LLC is a Corning, New York based financial advisory firm with nearly $78,090,626 in assets under management and provides investment advisory services for 131 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
281657
Firm SEC#:
801-117338
Assets Under Management:
$78,090,626
No. of Clients:
131
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
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