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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Lake Street Financial LLC
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| CRD # | 296761 |
| SEC # | 801-113228 |
| CIK # | |
| AUM | $375.7 MM (95% Disc, 100% US, 2020-01-14) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 312-579-4341 |
| Address | 128 N May Street Chicago, IL 60607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Meadow Creek Wealth Advisors LLC
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|
GA | 0.4 |
|
Cook Wealth Management Group LLC
✚
|
NC | 0.4 |
|
Bowling Portfolio Management Inc
✚
|
OH | 0.4 |
|
KSM Capital Advisors LLC
✚
|
IN | 0.4 |
|
Hoxton Financial Inc
✚
|
WV | 0.4 |
|
ZAK Capital Inc
✚
|
MN | 0.4 |
|
Frazier Financial Advisors LLC
✚
|
OH | 0.4 |
|
Hufford Advisors LLC
✚
|
IN | 0.4 |
|
Resource Planning Group Ltd
✚
|
GA | 0.4 |
|
Trust Advisors LLC
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|
CT | 0.4 |