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Lake Street Financial LLC
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CRD # | 296761 |
SEC # | 801-113228 |
CIK # | 0001772031 |
AUM | $796.4 MM (2023-03-17) |
Employees | 11 (82% Investors, 9% Brokers) |
Phone | 312-766-7040 |
Address | 128 N May Street Chicago, IL 60607 |
Source | [IAPD] [EDGAR] [Website] [Instagram] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 36.6 | |
MSFT | 1,918,222.4 | 15.4 | |
NVDA | 399,550.0 | 11.2 | |
GOOG | 1,482,566.4 | 9.3 | |
BAR | 8.1 | ||
AMZN | 1,092,997.8 | 7.1 | |
ABBV | 269,466.6 | 6.4 | |
VZ | 211,914.0 | 5.4 | |
MCD | 179,584.2 | 5.3 | |
JNJ | 465,600.2 | 4.8 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 296 | 54.1 |
(b) Individuals (high net worth individuals) | 235 | 692.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(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 | 11 | 44.5 |
(h) Charitable organizations | 0 | 4.3 |
(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 | 1.5 |
(n) Other | 0 | 0.0 |
Total | 1,730 | 796.4 |
By Discretionary | ||
Discretionary | 1,715 | 755.3 |
Non-Discretionary | 15 | 41.0 |
Total | 1,730 | 796.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 796.4 | |
Total | 1,730 | 796.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001772031] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Evermay Wealth Management LLC
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|
VA | 0.8 |
KEB Asset Management LLC
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IL | 0.8 |
Westwood Management Corporation
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IL | 0.8 |
Shepherd Financial Partners LLC
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MA | 0.8 |
Park Piedmont Advisors LLC
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IL | 0.8 |
Financial Advisory Corporation
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MI | 0.8 |
Levy Wealth Management Group LLC
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PA | 0.8 |
Riverfront Investment Group LLC
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|
VA | 0.8 |
Passive Capital Management LLC
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|
NY | 0.8 |
Riverview Research LLC
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|
OH | 0.8 |