LAKE STREET
Chicago, Illinois
LAKE STREET, a leading investment advisory firm headquartered in Chicago, IL, caters to a diverse clientele of over 300 individual clients. With an impressive $796,368,000 in assets under management, the company operates from two well-established offices. While 401K and individual accounts contribute less than 30% to their portfolio, Lake Street possesses the expertise to manage employer funds, providing a comprehensive range of financial services. Boasting a remarkable 95% of discretionary assets under management, Lake Street primarily caters to high-net-worth individuals. Their compensation structure encompasses various models,...
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Assets Under Mgmt

$796.37M

Investment Professionals

9

Locations

1

% 401K & Individual

7%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other: ERISA SECTION 3(21) CO-FIDUCIARY SERVICES
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.