Be advised. This firm is no longer registered.

Lake Partners,inc.

Lake Partners,inc. (CRD# 107504) is a financial advisory firm headquartered in Stamford, CT. They manage $31,214,486 in 54 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4 High Ridge Park, Suite 300, Stamford, CT 06905
http://www.lakelasso.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $578,046
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NH, NY, TX

Financial Advisors at Lake Partners,inc.
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.

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