Walled Lake Planning & Wealth Management is an investment advisor in Winnetka with $534.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
832404110
SEC advisor number
801-114386
FINRA CRD number
299595
AUM ?
$556.56 mm
(as of 18 Mar 24)
Accounts
1,882
(as of 18 Mar 24)
Employees
7
(5 investment advisory or research)
Address
Walled Lake Planning & Wealth Management
560 GREEN BAY RD
SUITE 301
WINNETKA
IL 60093
560 GREEN BAY RD
SUITE 301
WINNETKA
IL 60093
Phone
971-371-3450
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21