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LAKE STREET
CHICAGO, IL
312-766 7040
SEC #801-113228Total AUM
$1.2B
Employees
9Clients
616Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
128 N. MAY STREET
FLOOR 2
CHICAGO
IL 60607
United States
FLOOR 2
CHICAGO
IL 60607
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
312-766 7040
Other Offices
1
Financials
Total AUM
$1.2B
Accounts
2,012Discretionary
$1B
Accounts
1,999Non-Discretionary
$128.3M
Accounts
13
Clients
Individual Clients
304AUM
$93M
HNW Individual Clients
294AUM
$920M
Pension/Profit Sharing Plan Clients
15AUM
$134.4M
Charitable Organization Clients
1AUM
$4.7M
Insurance Company Clients
1AUM
$14.9K
Corporation or Business Clients
1AUM
$6.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ERISA SECTION 3(21) CO-FIDUCIARY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGAILINKYLAMAMIMNMONCNENHNVOHPATXWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.