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LAKE AVENUE FINANCIAL LLC
CRD 315746 · SEC 801-122031
301 N LAKE AVE, SUITE 830, PASADENA, CA, 91101, United States
Phone
626-689-2012
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$154.7M
Discretionary AUM
$154.7M
Team
5 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 257 | $64.6M |
| High net worth individuals | 36 | $79.9M |
| Banking/thrift institutions | 1 | $10.3M |
States served
CA, NV, WA, TX
All web addresses on file
- https://alexchalekian.com/
- http://www.firstteamadvisors.com/
- https://www.facebook.com/lakeave
- https://x.com/Lake_Avenue
- https://www.youtube.com/@lakeave
- https://x.com/AlexChalekian
- https://www.linkedin.com/in/chalekian/
- https://www.instagram.com/alex.chalekian/
- https://www.facebook.com/AlexChalekian/
- https://x.com/JustInvestMan
- http://wealthcompassonline.com/
- https://www.lakeave.com/
- https://sikmasoundfinancial.com/
- https://www.linkedin.com/in/jason-sikma-6b00284b/
- https://www.linkedin.com/in/justin-vestman-580412158/
- https://www.linkedin.com/company/lake-ave
- https://www.instagram.com/lakeavefinancial/
- https://www.threads.com/@alex.chalekian
- https://www.youtube.com/@AlexChalekian
Official SEC filing: View on IAPD