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Lake Avenue Financial
Lake Avenue Financial is a registered investment advisor based in Pasadena, California. The firm is organized to deliver fiduciary wealth management services,...
Lake Avenue Financial
Lake Avenue Financial is a registered investment advisor based in Pasadena, California. The firm is organized to deliver fiduciary wealth management services, including financial planning, estate planning, and discretionary portfolio management. The practice serves a client base that includes individuals, high-net-worth families, trusts, and corporate entities. The firm's investment posture centers on constructing customized portfolios, though specific asset-class allocations, direct investment capabilities, or external fund relationships are not publicly detailed. The firm's scale and team composition are not publicly documented. No additional office locations, philanthropic vehicles, or affiliated operating companies have been disclosed in public filings. Its structural differentiator is the local, fiduciary posture typical of Southern California wealth advisory practices — serving closely held relationships for families and trusts without the multi-family office aggregation or alternatives platform of larger registered investment advisors.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Pasadena
Corporate office
Pasadena, CA, United States
Frequently asked questions
What is Lake Avenue Financial?
Lake Avenue Financial is a bank / wealth / trust headquartered in Pasadena, United States.
When was Lake Avenue Financial founded?
Lake Avenue Financial was founded in 2012.
Where is Lake Avenue Financial headquartered?
Lake Avenue Financial is headquartered in Pasadena, United States, in the North America region.
What does Altss track for Lake Avenue Financial?
Altss maintains an OSINT-verified profile of Lake Avenue Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Lake Avenue Financial's website?
Lake Avenue Financial's public website is lakeavefinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Lake Avenue Financial?
Lake Avenue Financial is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Lake Avenue Financial?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Lake Avenue Financial's Altss profile last updated?
Lake Avenue Financial's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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