Lakes Wealth Advisory, LLC
Lakes Wealth Advisory, LLC (CRD# 150666) is a financial advisory firm headquartered in , . They manage $18,132,393 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lakes Wealth Advisory, LLC
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts18ACCOUNTS
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Average Account Value$1,007,355
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Lakes Wealth Advisory, LLC
1
Benjamin Simiskey (CRD# 5231027) is an Investment Advisor Representative working at Lakes Wealth Advisory, LLC in Katy, TX and has over 17 years of experience in the finance industry.
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