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| Keyboard |
| Lake Avenue Financial LLC
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|---|---|
| CRD # | 315746 |
| SEC # | 801-122031 |
| CIK # | |
| AUM | 154.7 M (2026-03-23) |
| 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) | 257 | 64.6 |
| (b) Individuals (high net worth individuals) | 36 | 79.9 |
| (c) Banking or thrift institutions | 1 | 10.3 |
| (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 | 731 | 154.7 |
| By Discretionary | ||
| Discretionary | 731 | 154.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 731 | 154.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.7 | |
| Total | 731 | 154.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RHL Group LLC
✚
|
MI | 155.1 M |
|
Bellwether Investment Group LLC
✚
|
TN | 155.1 M |
|
Heritage Asset Management LLC
✚
|
MO | 155.0 M |
|
Broadview Wealth Management LLC
✚
|
154.9 M | |
|
Vega Capital Group LLC
✚
|
154.9 M | |
|
Vitral Advisors LLC
✚
|
154.8 M | |
|
Tectonic Capital Advisors LLC
✚
|
TX | 154.4 M |
|
Newbury Capital Management LLC
✚
|
CA | 154.1 M |
|
First Source Investment Partners LLC
✚
|
CO | 154.0 M |
|
Bluebird Wealth Management LLC
✚
|
MA | 154.0 M |