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LAKE STREET
Tel: 312-766 7040
128 N. May Street Floor 2
Chicago, Illinois 60607
LAKE STREET
LAKE STREET is a Chicago, Illinois based financial advisory firm with nearly $961,797,021 in assets under management and provides investment advisory services for 1595 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (ERISA SECTION 3(21) CO-FIDUCIARY SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
296761
SEC#:
801-113228
No. of Clients:
1595
Assets under Management
$961,797,021
No. of Advisors:
8
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