Investment adviser · CRD 161067

LAKESTAR WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Sep 4, 2012

Regulatory AUM
$1.13M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 4, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

ONE SOUTH DEARBORN ST, SUITE 2100
CHICAGO, IL, 60603, United States

CRD 161067

Filing source

Form ADV 667836 · Sep 4, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.