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LAKE AVENUE FINANCIAL LLC

SEC Form ADV profile.

Total regulatory AUM
$154,709,844
Discretionary
$154,709,844
Non-discretionary
$0

Firm details

CRD number
315746
SEC file number
801-122031
Main office
PASADENA, CA, United States
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.