Third Lake Associates, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
324388
Registered since
January 19, 2024

Firm profile

FINTRX

Overview

Third Lake Associates, LLC is organized as a limited liability company with ownership characterized as a mix of a domestic entity and an individual. The firm's public profile is sparse: it is classified as "Unclassified" and is not identified as a capital allocator. It does not present itself as an active ESG investor and is not designated as a multi-state adviser, pension consultant, or related adviser. Available metadata does not describe the firm's advisory services, client segments, fee model, or specific business activities. Those items were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
1600 E 8th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth