$154.7M Total AUM
$154.7M Disc. AUM
11.0% 3Y CAGR
5 Employees
300 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS · LPL Financial · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 5
Office Locations
20341 SW Birch Street #310 Newport Beach CA
21550 W Oxnard Street FL 3 Woodland Hills CA
301 N Lake AVE Suite 830 Pasadena CA
About Lake Avenue Financial LLC
Lake Avenue Financial is a Pasadena, CA-based financial planning and portfolio management firm serving individuals and families seeking clearer, less stressful money decisions. The team emphasizes education and a goals- and values-aligned planning process, including retirement and estate-planning support. Family-owned and led by Alex and Rosa Chalekian, with custody options including Altruist and Fidelity/NFS.
Team overview
-- AVG AGE
$51.6M AVG AUM / ADVISOR
$515.7K AVG AUM / CLIENT
3.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
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Owner & Executives
ALEX BEDO CHALEKIAN
FOUNDER & CEO
- CRD
- #2956935
- Ownership
- 75% or more
Available
Available
Available
ROSA ICELA CHALEKIAN
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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T
TRACI LYNN KAAS
--
- CRD
- #5640507
Available
Available
Available
J
JASON ROBERT SIKMA
--
- CRD
- #5970951
Available
Available
Available
Showing 2 of 6 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,709,844 | $211,641 |
| Non-Discretionary | $0 | -- |
| Total | $154,709,844 | $211,641 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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