Lake Avenue Financial LLC
Lake Avenue Financial LLC is an SEC-registered mass-market adviser in Pasadena, CA with $154.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Lake Avenue Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315746, SEC 801-122031, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $154.7M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Pasadena, CA
- Employees
- 5
- Clients
- 294
- CRD
- 315746
- Ownership
- CHALEKIAN, ALEX, BEDO; CHALEKIAN, ROSA, ICELA
How much AUM does Lake Avenue Financial LLC have?
Lake Avenue Financial LLC reported $154.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Lake Avenue Financial LLC?
Disclosed owners and executives of Lake Avenue Financial LLC include CHALEKIAN, ALEX, BEDO, CHALEKIAN, ROSA, ICELA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.