Lake Street Financial LLC


Assets, Funds, Holdings

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Lake Street Financial LLC
CRD #296761
SEC #801-113228
AUM $375.7 MM (95% Disc, 100% US, 2020-01-14)
Employees6 (67% Investors, 17% Brokers)
Address128 N May Street
Chicago, IL 60607
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
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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
CT 0.4
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