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Lake Road Advisors, LLC

● SEC registered since 2019CRD 281657SEC# 801-117338Corning, NY
Export (members)
Reg. AUM
$78.1M
Employees
2
Accounts
131
Location
Corning, NY

Lake Road Advisors, LLC assets under management

Lake Road Advisors, LLC is an investment advisory firm registered with the SEC based in Corning, NY. The firm has been registered since 2019. It reports $78.1 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/lake-road-advisorsView on SEC.gov ↗

Lake Road Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Paul Vincent Sydlansky ControlPresident, Cco & MemberOver 75%2016

Frequently asked questions

How much does Lake Road Advisors, LLC manage?

Lake Road Advisors, LLC reports $78.1 million in regulatory assets under management on its Form ADV.

How many employees does Lake Road Advisors, LLC have?

Lake Road Advisors, LLC reports 2 employees.

Where is Lake Road Advisors, LLC located?

Lake Road Advisors, LLC is based in Corning, NY and has been SEC-registered since 2019.

Does Lake Road Advisors, LLC disclose fund performance?

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

Contact & registration

Address5 East Market Street, Suite 229, Corning, NY 14830
Phone(607) 438-2914
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$72.5M
Non-discretionary$5.6M
Total (RAUM)$78.1M