LAKE AVENUE FINANCIAL LLC
CRD #315746 SEC #801-122031 PASADENA, CA 626-689-2012
SEC Registered
Total AUM
$137.9M
Discretionary
$131.6M
Employees
5
Clients
11
Accounts
700
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (5)
CA GA NV TX WA
Address
301 N LAKE AVESUITE 830
PASADENA, CA 91101
United States
Phone: 626-689-2012