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LAKEWATER CAPITAL LLC
LAKEWATER CAPITAL LLC
SKANEATELES, New York
·
1 registered advisor
·
CRD# 169909
SEC# 801-78938
0
315-295-1520
01
Firm Overview
AUM
$41M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at LAKEWATER CAPITAL LLC
1 registered advisor
Daniel Anthony Sperrazza
SKANEATELES, New York
CRD# 5049989
05
Office Locations
SKANEATELES, New York
1 advisor
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Data sourced from SEC Form ADV filings. LAKEWATER CAPITAL LLC (CRD# 169909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.