Lake Avenue Financial, LLC
Lake Avenue Financial, LLC (CRD# 168946) is a financial advisory firm headquartered in Pasadena, CA. They manage $90,221,440 in 508 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts508ACCOUNTS
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Average Account Value$177,601
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at Lake Avenue Financial, LLC
No Advisor Found.
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