Three Lakes Advisors, Inc.
Three Lakes Advisors, Inc. (CRD# 110103) is a financial advisory firm headquartered in , . They manage $13,721,900 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$857,619
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
David Kelly (CRD# 2778402) is an Investment Advisor Representative working at Three Lakes Advisors, Inc. in Greenwich, CT and has over 21 years of experience in the finance industry.