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Gerold Felix Lothar Klauer

LAKEWATER CAPITAL LLC·SKANEATELES, New York
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3 FENNEL STREET, SKANEATELES, NY 13152CRD# 271210Firm CRD# 169909
01

About

Gerold Felix Lothar Klauer is a registered financial advisor based in SKANEATELES, New York, affiliated with LAKEWATER CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
LAKEWATER CAPITAL LLC
LAKEWATER CAPITAL LLC
AUM
$41M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LAKEWATER CAPITAL LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 271210
Firm CRD# 169909
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerold Felix Lothar Klauer offer?
Gerold Felix Lothar Klauer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SKANEATELES, New York for a consultation.
What are Gerold Felix Lothar Klauer's credentials?
Gerold Felix Lothar Klauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerold Felix Lothar Klauer located?
Gerold Felix Lothar Klauer is based in SKANEATELES, New York, working with LAKEWATER CAPITAL LLC. Their office serves clients in the SKANEATELES metropolitan area and surrounding communities.
How does Gerold Felix Lothar Klauer charge for services?
Gerold Felix Lothar Klauer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKEWATER CAPITAL LLC?
LAKEWATER CAPITAL LLC has approximately 6 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SKANEATELES
Somak Chattopadhyay — ARMORY SQUARE VENTURES MANAGER, LLCDaniel Anthony Sperrazza — LAKEWATER CAPITAL LLCGlenn Thomas Migliozzi — LAKEWATER CAPITAL LLCEdward Joseph Casey — LAKEWATER CAPITAL LLCNeenah Jain — ARMORY SQUARE VENTURES MANAGER, LLC
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