Lake Street

EST. AUM
$1,158,676,142

CONTACTS
4

CLIENT ACCOUNTS
2,012

Firm Details

Metro area Chicago
CRD Number 296761
Website lakest.com
Client types

Overview

Lake Street is an independent wealth management firm headquartered in Chicago's West Loop neighborhood and registered with the SEC. Founded in 2017 by former Merrill advisors, the firm serves emerging and high-net-worth individuals, families, and institutions across the United States. Emphasizing independence, Lake Street provides unbiased and comprehensive financial and investment advice, leveraging a modern approach to wealth management. A cornerstone of its philosophy is fostering deep, trusting client relationships built on consistent, transparent communication and a bespoke service experience tailored to each client’s unique needs. To further its mission of independence, Lake Street established the Advisor Alliance, a support platform designed to empower financial advisors by freeing them from corporate constraints. This initiative allows advisors to focus exclusively on their clients, delivering personalized and effective wealth management solutions. Lake Street’s client-focused ethos and commitment to independence distinguish it as a trusted partner for wealth management and financial planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lake Street

Platform Details

Investment Preferences

Alternative Activity

Address

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