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THIRD LAKE PARTNERS, LLC
THIRD LAKE PARTNERS, LLC
TAMPA, Florida
·
1 registered advisor
·
CRD# 299961
SEC# 801-115011
0
(813) 497-8100
01
Firm Overview
AUM
$3.2B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at THIRD LAKE PARTNERS, LLC
1 registered advisor
Stewart Martin Oldfield
TAMPA, Florida
CRD# 3167083
05
Office Locations
TAMPA, Florida
1 advisor
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Data sourced from SEC Form ADV filings. THIRD LAKE PARTNERS, LLC (CRD# 299961) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.