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CRD#: 324388
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for THIRD LAKE ASSOCIATES, LLC Comes From
Understanding the Statistics for THIRD LAKE ASSOCIATES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1600 East 8th Avenue, Suite A-208, Tampa, FL 33605
Mailing Address
1600 East 8th Avenue, Suite A-208, Tampa, FL 33605
Firm Size
Small
Phone Number
(727) 349-9300
Established
Delaware since 08/14/2020
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at THIRD LAKE ASSOCIATES, LLC
DA
Dennis Michael Azary
RR
CRD#: 2384263
Location:
Daly City, CA
Company:
FINALIS SECURITIES LLC
Disclosures:
Experience:
32 years
EB
Eric Jason Beck
RR
CRD#: 4824373
Location:
Austin, TX 78701
Company:
HAVELI GLOBAL SECURITIES, LLC
Disclosures:
Experience:
21 years
LT
Luke Aaron Thomas
RR
CRD#: 5884376
Location:
Tampa, FL 33605
Company:
THIRD LAKE ASSOCIATES, LLC
Disclosures:
Experience:
13 years
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