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Lake Street

Headquartered in CHICAGO, IL

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Firm Information

Lake Street is an investment advisor headquartered in CHICAGO, IL with a focus on financial planning, portfolio management, and pension consulting. They primarily serve individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1,000,803,506 in regulatory assets under management and has a total of 1,978 accounts.

Lake Street

128 N. MAY STREET

CHICAGO, IL 60607

$1.00B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa section 3(21) co-fiduciary services

Erisa section 3(21) co-fiduciary services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

LAKE STREET has a total of 2 branch locations across the country.
location

Palm City, FL

location

CHICAGO, IL

Advisors at Lake Street

View All 9 Advisors
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Ryan Nelson Todd

RA

CHICAGO, IL

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Joseph David Stock

CFP®, RA

CHICAGO, IL

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Donald Lee Roseen

RA

CHICAGO, IL

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Justin Michael Terzo

RA

CHICAGO, IL

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Richard S O'Hara

CFP®, RA

Palm City, FL

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Anuj Dave Grover

CFP®, RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Lake Street.

Frequently Asked Questions (7)

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