Lake Avenue Financial LLC
● SEC registered since 2021CRD 315746SEC# 801-122031Pasadena, CA
Reg. AUM
$154.7M
Employees
5
Accounts
731
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 $154.7 million in regulatory assets under management and employs 5 people.
Lake Avenue Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Bedo Chalekian Control | Managing Member/Cco | Over 75% | 2021 |
| Rosa Icela Chalekian Control | Coo | Under 5% | 2021 |
Frequently asked questions
How much does Lake Avenue Financial LLC manage?
Lake Avenue Financial LLC reports $154.7 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
| Address | 301 N Lake Ave, Suite 830, Pasadena, CA 91101 |
| Phone | 626-689-2012 |
| Office hours | Mon-Thu 9a.m.-5p.m.; Fri 9a.m.-1p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$154.7M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$154.7Mregulatory AUM
Discretionary $154.7M