East Lake Financial
East Lake Financial (CRD# 171318) is a financial advisory firm headquartered in Keller, TX. They manage $3,207,000 in 27 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
East Lake Financial
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts27ACCOUNTS
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Average Account Value$118,778
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at East Lake Financial
No Advisor Found.
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