Three Lakes Advisors, Inc.
Three Lakes Advisors, Inc. (CRD# 110103) is a financial advisory firm headquartered in , . They manage $12,883,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$757,824
- 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 20 years of experience in the finance industry.