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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lake Avenue Financial LLC
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| CRD # | 315746 |
| SEC # | 801-122031 |
| CIK # | |
| AUM | $137.9 M (2025-07-15) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 626-689-2012 |
| Address | 301 N Lake Ave Pasadena, CA 91101 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 239 | 53.1 |
| (b) Individuals (high net worth individuals) | 33 | 75.0 |
| (c) Banking or thrift institutions | 1 | 9.9 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 700 | 137.9 |
| By Discretionary | ||
| Discretionary | 641 | 131.6 |
| Non-Discretionary | 59 | 6.3 |
| Total | 700 | 137.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.9 | |
| Total | 700 | 137.9 |
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|---|---|---|
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OR | 0.1 |
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VA | 0.1 |
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Nollenberger McCullough Investment Advisors LLC
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CA | 0.1 |
|
Sophis Investments LLC
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NY | 0.1 |
|
Golden Wealth Management LLC
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|
PA | 0.1 |