L
CRD: 269941
Lake Park Advisors
$21.7M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
2 Employees
86 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-09-2015
- Office Locations
- 1
Office Locations
4718 Lake Park Drive, Suite 1 Johnson City TN
About Lake Park Advisors
Lake Park Advisors is a Johnson City-based RIA. The firm has been operating for 10 years. Managing $21.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
30 AVG AGE
$10.8M AVG AUM / ADVISOR
$251.8K AVG AUM / CLIENT
10.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RICHARD ELBERT EDDY
Managing Member
- CRD
- #3165785
- Ownership
- 50% but less than 75%
Available
Available
Available
AUSTIN DEAN REPPART
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Investment Advisory Representative, Owner
- CRD
- #6598533
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,653,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,653,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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