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Lake Avenue Financial LLC

● SEC registered since 2021CRD 315746SEC# 801-122031Pasadena, CA
Export (members)
Reg. AUM
$137.9M
Employees
5
Accounts
700
Location
Pasadena, CA

Lake Avenue Financial LLC assets under management

Lake Avenue Financial LLC operates as an SEC-registered investment adviser based in Pasadena, CA. The firm has been registered since 2021. It reports $137.9 million in regulatory assets under management and employs 5 people.
alexchalekian.comView on SEC.gov ↗

Lake Avenue Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Alex Bedo Chalekian ControlManaging Member/CcoOver 75%2021
Rosa Icela Chalekian ControlCooUnder 5%2021

Frequently asked questions

How much does Lake Avenue Financial LLC manage?

Lake Avenue Financial LLC reports $137.9 million in regulatory assets under management on its Form ADV.

How many employees does Lake Avenue Financial LLC have?

Lake Avenue Financial LLC reports 5 employees.

Where is Lake Avenue Financial LLC located?

Lake Avenue Financial LLC is based in Pasadena, CA and has been SEC-registered since 2021.

Does Lake Avenue Financial LLC disclose fund performance?

Lake Avenue Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address301 N Lake Ave, Suite 830, Pasadena, CA 91101
Phone626-689-2012
Office hoursMon-Thu 9a.m.-5p.m.; Fri 9a.m.-1p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.6M
Non-discretionary$6.3M
Total (RAUM)$137.9M