Be advised. This firm is no longer registered.

Lake Advisory Group

Lake Advisory Group (CRD# 268824) is a financial advisory firm headquartered in Lady Lake, FL. They manage $41,487,138 in 265 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
809 Cr 466, Suite C-103, Lady Lake, FL 32159
http://www.lakeadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $156,555
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Lake Advisory Group
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals