Lake Water Advisory, LLC

Lake Water Advisory, LLC (CRD# 327854) is a financial advisory firm headquartered in , . They manage $40,004,280 in 167 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.lakewatercap.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $239,547
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Lake Water Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Bennett, financial advisor Skaneateles NY
Daniel G. Bennett
CRD#: 5712472
Skaneateles, NY

Daniel Bennett (CRD# 5712472) is an Investment Advisor Representative working at Lake Water Advisory, LLC in Skaneateles, NY and has over 13 years of experience in the finance industry.

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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