Three Lakes Advisors, Inc.

Overview

Three Lakes Advisors, Inc. is a small, fee-based advisory firm that manages discretionary portfolios for individual and family clients and some small businesses. The firm runs a equities-first approach: exchange-traded equities represent the dominant allocation across client accounts, and its stated preference is for equity exposure rather than fixed income or cash. Fee billing is a percentage of assets under management, and the adviser focuses on portfolio management rather than institutional consulting or multi-state advisory work. The firm does not identify as an active ESG investor and appears to operate as a single-office, individually owned corporation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices