# LAKE AVENUE FINANCIAL LLC

LAKE AVENUE FINANCIAL LLC of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 315746
- Type: SEC-registered investment adviser
- SEC file number: 801-122031
- Location: 301 N LAKE AVE, SUITE 830, PASADENA, CA, 91101
- Phone: 626-689-2012
- Latest filing: 2026-03-23
- Regulatory AUM: $154.7M
- Discretionary AUM: $154.7M
- Clients: 5
- Accounts: 731

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Alex Bedo Chalekian | MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| Rosa Icela Chalekian | CCO; COO | — |
| CHALEKIAN ALEX BEDO | MANAGING MEMBER | — |
| CHALEKIAN ROSA ICELA | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315746/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315746/similar
- Related entities: https://search.stillhousedata.com/firm/315746/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315746

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.