LAKEKAT ADVISORY, LLC
Firm details
- Headquarters
- HAZELHURST, Wisconsin
- CRD number
- 113433
- Fee structure
- Percentage of AUM, Other
Firm profile
FINTRXOverview
Lakekat Advisory, LLC is organized as a limited liability company owned by an individual and is presented in the source data as an adviser with accounting business activities and affiliations. The firm’s reported fee approach includes a percentage-of-assets-under-management component and unspecified "other" fees. The dataset marks the adviser as not an active ESG investor, not a pension consultant, not a capital allocator, and not a related adviser.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1PAUL GASSNER
PrincipalCRD 3152918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HAZELHURST, WI
ONEIDA
Location
HAZELHURST, WI
Headquartered in HAZELHURST, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- ONEIDA
- Address
- 6859 S Shore Dr
- Time zone
- CT (UTC-6)
- Office locations
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