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GREENLAKE ASSET MANAGEMENT LLC
GREENLAKE ASSET MANAGEMENT LLC
SOUTH PASADENA, California
·
4 registered advisors
·
CRD# 221528
SEC# 801-113768
1
626-529-1080
01
Firm Overview
AUM
$843M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at GREENLAKE ASSET MANAGEMENT LLC
4 registered advisors
Amy Sun-Man Bertolini
SOUTH PASADENA, California
CRD# 7895006
David Ho Park
SOUTH PASADENA, California
CRD# 4740912
Paul Diamond
SOUTH PASADENA, California
CRD# 6889142
Peter T Chang
SOUTH PASADENA, California
CRD# 2938807
05
Office Locations
SOUTH PASADENA, California
4 advisors
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Data sourced from SEC Form ADV filings. GREENLAKE ASSET MANAGEMENT LLC (CRD# 221528) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.