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Building 2LAKE ROAD ADVISORS, LLC

Map pinCORNING, NY
Phone(607) 438-2914
NotebookSEC #801-117338
Total AUM
$98.8M
Employees
2
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 EAST MARKET STREET
SUITE 229
CORNING
NY 14830
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(607) 438-2914
Other Offices
3

ReceiptFinancials

Total AUM
$98.8M
Accounts
137
Discretionary
$91.9M
Accounts
132
Non-Discretionary
$6.8M
Accounts
5

ContactClients

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Individual Clients
38
AUM
$7.2M
HNW Individual Clients
94
AUM
$84.7M
Pension/Profit Sharing Plan Clients
5
AUM
$6.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NENHNYORPATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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