SEC Form ADV

LAKE AVENUE FINANCIAL LLC

Registered Investment AdviserCA
$154.7M
Assets Under Management
731
Total Clients
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Registration Details

Accession
CRD-315746
Location
PASADENA, CA
Filing Date
March 23, 2026
AUM
$154.7M
Total Clients
731
Amendment
No

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.