Firm News & Updates

    On Our 20th Anniversary, Lake Street Advisors Has a Lot to Celebrate
    Firm News & Updates
    On Our 20th Anniversary, Lake Street Advisors Has a Lot to Celebrate
    February 7, 2023

    Looking Back In 2003, with just two partners, two employees, a strong work ethic, and a dream to provide independent financial advice to ultra-high...

    1

      Categories

      Recent Posts

      Focus Financial Partner

      Information on this website is directed toward U.S. residents only. Lake Street Advisors Group, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.  Please note that the information contained in or linked to this site is not intended to be taken as investment, accounting, tax or legal advice, nor should it be construed to serve as a substitute for consultation with professional accounting, tax, legal or other competent advisors.

      *Lake Street Advisors, LLC was originally formed in 2003. In April 2017, Lake Street Advisors, LLC withdrew its registration and became registered as Lake Street Advisors Group, LLC when the firm joined Focus Financial Partners.

      Copyright ©2021 Lake Street Advisors Group, LLC. All Rights Reserved.

      Terms of Use | Privacy Policy

      Download Form CRS (Updated 5.31.2023)