LAKE JERICHO, LLC

Overview

Lake Jericho, LLC is a small independent registered advisory firm organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its fees are a mix of percentage-of-assets under management, hourly charges, and fixed-fee arrangements. Lake Jericho does not act as a capital allocator or a pension consultant, it is not a multi-state adviser, and it does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices