Assets Under Management
$961.8M
Number of Clients
512
Number of Advisors
7
Average Client AUM
$1.9M
AUM per Advisor
$137.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lake Street Private Wealth offers discretionary investment management, non-discretionary advisement, ERISA co-fiduciary services, and financial planning to various clients. They use investment tools to determine risk parameters and objectives. IARs may set fees within the brochure's limits and may be registered representatives of Purshe Kaplan Sterling Investments.
128 N. May Street, Floor 2, Chicago, IL, 60607