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SUNLAKE INVESTMENT MANAGEMENT
607-275-0323
SEC #801-66855Total AUM
$22.7M
Employees
1Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
607-275-0323
Financials
Total AUM
$22.7M
Accounts
53Discretionary
$22.7M
Accounts
52Non-Discretionary
$34K
Accounts
1
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NYTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.