L
CRD: 327163
Lake State Financial INC
Anchor Point, AK
6122821978
$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2023
- Office Locations
- 1
Office Locations
-- Anchor Point AK
About Lake State Financial INC
Lake State Financial INC is a Anchor Point-based RIA. The firm has been operating for 2 years. Managing $6.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$6.4M AVG AUM / ADVISOR
$584.9K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Peak
Investment Themes
Foundation oak Vector
Investment Vehicles
Foundation
Services
Signal eagle Crest
Owner & Executives
J
JOSEPH M BOETTNER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7760212
- Ownership
- 75% or more
(217) 803-1012
beacon.pathway@foundationcapital.com
in linkedin.com/in/summit-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,433,621 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,433,621 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,433,621
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,110,989,465 | 100.0% |
| Total | $7,110,989,465 | 100.0% |