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LAKE ROAD ADVISORS, LLC
Tel: (607) 438-2914
5 East Market Street Suite 229
Corning, New York 14830
LAKE ROAD ADVISORS, LLC
LAKE ROAD ADVISORS, LLC is a Corning, New York based financial advisory firm with nearly $78,090,626 in assets under management and provides investment advisory services for 131 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
281657
SEC#:
801-117338
No. of Clients:
131
Assets under Management
$78,090,626
No. of Advisors:
2
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