Lake Avenue Financial LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 315746
- SEC number
- 801-122031
- Firm type
- RIA
- Assets under management
- $154.7M as of Mar 23, 2026
- Website
- alexchalekian.com ↗
- Phone
- 626-689-2012
- Address
- 301 N Lake Ave, Pasadena, CA, 91101
Advisors at this firm
4 in our index · page 1 of 1
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Alex Bedo ChalekianCRD 2956935 · Pasadena, CAIA RegisteredRegistration inactive
-
Jason Robert SikmaCRD 5970951 · Shoreline, WAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Chris V VarjabedianCRD 5617262 · Woodland Hills, CAIA Registered
-
Justin Kyle VestmanCRD 5309237 · Bellevue, WAIA RegisteredRegistration inactiveDisclosure event(s) on record
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 315746 ↗
FINRA BrokerCheck record for firm CRD 315746 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.