Lake Street Advisors Group, LLC at 875 Third Ave FL 28th, New York, Ny lists Focus Operating, Llc and J. Russell Mcgranahan of New York, NY as the associates.
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C T Corporation System
Registered Agent
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2 1/2 BEACON ST, CONCORD, NH 03301
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Focus Operating, Llc
Manager
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875 3RD AVE FL 28TH, NEW YORK, NY 10022
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J. Russell Mcgranahan
Member
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875 3RD AVE FL 28TH, NEW YORK, NY 10022
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875 THIRD AVE FL 28TH, NEW YORK, NY
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Lake Street Advisors
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New York, NY |
| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLAKE STREET ADVISORS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY56 / 58 Assets BOY/EOY$5,177,619 / $6,571,846 | 2023 | LAKE STREET ADVISORS GROUP, LLC 401(K) PLAN - Plan #001 | 56 / 58 | $5,177,619 / $6,571,846 |
| 2022 | Plan NameLAKE STREET ADVISORS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY46 / 55 Assets BOY/EOY$6,955,553 / $5,177,619 | 2022 | LAKE STREET ADVISORS GROUP, LLC 401(K) PLAN - Plan #001 | 46 / 55 | $6,955,553 / $5,177,619 |
| 2021 | Plan NameLAKE STREET ADVISORS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY40 / 46 Assets BOY/EOY$5,742,665 / $6,955,553 | 2021 | LAKE STREET ADVISORS GROUP, LLC 401(K) PLAN - Plan #001 | 40 / 46 | $5,742,665 / $6,955,553 |
| 2020 | Plan NameLAKE STREET ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY38 / 39 Assets BOY/EOY$4,637,100 / $5,742,665 | 2020 | LAKE STREET ADVISORS, LLC 401(K) PLAN - Plan #001 | 38 / 39 | $4,637,100 / $5,742,665 |
| 2019 | Plan NameLAKE STREET ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY36 / 38 Assets BOY/EOY$3,405,550 / $4,637,100 | 2019 | LAKE STREET ADVISORS, LLC 401(K) PLAN - Plan #001 | 36 / 38 | $3,405,550 / $4,637,100 |
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