Third Lake Associates, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
324388
Registered since
January 19, 2024

Firm profile

FINTRX

Overview

Third Lake Associates, LLC is registered as a limited liability company and is listed as an SEC-registered adviser with a 2024 registration year. FINTRX characterizes ownership as both a domestic entity and an individual and assigns the firm an “unclassified” designation. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. No advisory activities, business lines, client segments, or investment focus areas are documented in the provided data, so the firm’s target client types and investment approach are not described in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eric Beck

    Eric Beck

    Chief Compliance OfficerCRD 4824373

Contacts

3 of 5
  • Andrew Russum

    Andrew Russum

    Accounting ManagerCRD 8100848

  • Luke Thomas

    Luke Thomas

    PrincipalCRD 5884376

  • Dennis Azary

    Dennis Azary

    CCOCRD 2384263

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
1600 E 8th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth