RIA Intel›Advisers›Alaska›LAKE STATE FINANCIAL INC

LAKE STATE FINANCIAL INC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$378K

across 17 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AK

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SG ADVISORS INC

$3M

UNBURDENED FINANCIAL PLANNING, LLC

$10M

DYNAMIC CAPITAL MANAGEMENT, INC.

$13M

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