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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20240513 | Period of Report: 20240331 SEC Accession No. 000172426924000002
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What is lake street advisors group?
Lake Street Advisors Group is a financial advisory firm that provides wealth management services.
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Individuals or entities who are clients of Lake Street Advisors Group may be required to file certain financial disclosures.
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To fill out Lake Street Advisors Group forms, clients must provide detailed information about their financial assets and liabilities.
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The purpose of Lake Street Advisors Group is to help clients manage and grow their wealth through strategic financial planning.
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Clients must report details about their income, investments, debts, and other financial holdings on Lake Street Advisors Group forms.
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