Sunlake Investment Management
Sunlake Investment Management (CRD# 125888) is a financial advisory firm headquartered in , . They manage $62,360,986 in 160 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Sunlake Investment Management
By the Numbers
-
Total Assets Under Management62MILLION
-
Total Number of Accounts160ACCOUNTS
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Average Account Value$389,756
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Sunlake Investment Management
No Advisor Found.
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