Lake Partners,inc.

Lake Partners,inc. (CRD# 107504) is a financial advisory firm headquartered in Stamford, CT. They manage $270,884,783 in 50 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $5,417,696
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at Lake Partners,inc.
Showing 1 - 3 of 3 top financial advisors.
1
Frederick C. Lake
CRD#: 719098
24 Field Point Road, Greenwich, CT 06830
93
Wealthminder
score

Frederick Lake (CRD# 719098) is an Investment Advisor Representative working at Lake Partners,inc. in Greenwich, CT and has over 21 years of experience in the finance industry.

2
Ronald A. Lake
CRD#: 2618585
24 Field Point Road, Greenwich, CT 06830
93
Wealthminder
score

Ronald Lake (CRD# 2618585) is an Investment Advisor Representative working at Lake Partners,inc. in Greenwich, CT and has over 21 years of experience in the finance industry.

3
Geoffrey B. Carter
CRD#: 4707635
24 Field Point Rd., Greenwich, CT 06830
87
Wealthminder
score

Geoffrey Carter (CRD# 4707635) is an Investment Advisor Representative working at Lake Partners,inc. in Greenwich, CT and has 1 year of experience in the finance industry.

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