LAKE STREET PRIVATE WEALTH, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 296761). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Justin Michael Terzo | CHIEF INVESTMENT OFFICER; MANAGING PARTNER, CHIEF INVESTMENT OFFICER | — |
| Joseph David Stock | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | — |
| TERZO JUSTIN MICHAEL | CHIEF INVESTMENT OFFICER | — |
| STOCK JOSEPH D | CHIEF COMPLIANCE OFFICER | — |
| STOCK JOSEPH DAVID | CHIEF COMPLIANCE OFFICER | — |