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Benjamin Daniel Lake

Miracle Mile Advisors, LLC

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About Benjamin Daniel Lake

Benjamin Lake is a Certified Financial Planner and Chartered Financial Analyst registered in New York. Benjamin works as an Investment Advisor Representative for Miracle Mile Advisors, LLC. Benjamin has been in the industry since September 2012. Benjamin also has experience with Lake Partners, Inc, ALTFEST PERSONAL WEALTH MANAGEMENT, and Miracle Mile Advisors, LLC. Benjamin has specialized in Portfolio Management for Individuals and Businesses, Financial Planning, and Pension Consulting. Benjamin has worked with clients such as insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Benjamin Lake is currently registered with Miracle Mile Advisors, LLC. Miracle Mile Advisors, LLC is a registered investment advisor headquartered in Los Angeles, CA. The firm provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, charitable organizations, and insurance companies. With over 40 advisors and $4.89 billion in regulatory assets under management, Miracle Mile Advisors is committed to providing customized and comprehensive wealth management solutions.
Miracle Mile Advisors, LLC

11300 WEST OLYMPIC BLVD

LOS ANGELES, CA 90064

$4.90B

Assets Under Management

98

Total Clients

43

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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.

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Benjamin Lake’s Registration & Firm History

CA

04/25/2022 - Present

Miracle Mile Advisors, LLC (LOS ANGELES CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Daniel Lake.
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