SEC Form ADV

LAKE AVENUE FINANCIAL LLC

Firm profile: Lake Avenue Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA

$154.7M

Assets Under Management

731

Total Clients

Employees

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Registration Details

Accession: CRD-315746
Location: PASADENA, CA
Filing Date: March 23, 2026
AUM: $154.7M
Total Clients: 731
Institutional Clients: 1
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanks

About this Adviser

LAKE AVENUE FINANCIAL LLC is a registered investment adviser headquartered in PASADENA, CA, managing approximately $154.7M in assets across 731 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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