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LAKE JERICHO, LLC
CRD 173782
111 WEST JACKSON BLVD, STE 1700, CHICAGO, IL, 60604-3597, United States
Phone
312-307-3350
Fax
269-363-4171
Registration
— (—)
Source
State registered
Total AUM
$31.7M
Discretionary AUM
$31.7M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $12.9M |
| High net worth individuals | 21 | $18.8M |
All web addresses on file
Official SEC filing: View on IAPD