Three Lakes Investment Services, Inc.
Three Lakes Investment Services, Inc. (CRD# 149400) is a financial advisory firm headquartered in , . They manage $25,000,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Three Lakes Investment Services, Inc.
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$192,308
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Three Lakes Investment Services, Inc.
No Advisor Found.
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