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Brendan William Lake

PPB ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428CRD# 2486049Firm CRD# 152303
01

About

Brendan William Lake is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with PPB ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PPB ADVISORS, LLC
PPB ADVISORS, LLC
AUM
$2.8B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at PPB ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PRIVATELY MANAGED FUNDS
Regulatory
SEC/IARD CRD# 2486049
Firm CRD# 152303
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brendan William Lake offer?
Brendan William Lake specializes in Retirement Planning. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Brendan William Lake's credentials?
Brendan William Lake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan William Lake located?
Brendan William Lake is based in WEST CONSHOHOCKEN, Pennsylvania, working with PPB ADVISORS, LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Brendan William Lake charge for services?
Brendan William Lake's firm is compensated through percentage of aum, other: privately managed funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PPB ADVISORS, LLC?
PPB ADVISORS, LLC has approximately 35 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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