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PLEASANT LAKE PARTNERS LLC
PLEASANT LAKE PARTNERS LLC
RINCON, Puerto Rico
·
2 registered advisors
·
CRD# 304281
SEC# 801-128498
0
804-363-4458
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at PLEASANT LAKE PARTNERS LLC
2 registered advisors
Benjamin Charles Cable
RINCON, Puerto Rico
CRD# 4244335
Jonathan Patrick Lennon
RINCON, Puerto Rico
CRD# 5025102
05
Office Locations
RINCON, Puerto Rico
2 advisors
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Data sourced from SEC Form ADV filings. PLEASANT LAKE PARTNERS LLC (CRD# 304281) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.