58
Growth Score
pts
Heat Score
-16 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1658900
Lake Jericho LLC offers financial planning and investment management services, focusing on asset planning and retirement benefits.
About the Company
Lake Jericho LLC is an independent, fee-only, registered investment advisory firm. It specializes in providing comprehensive financial planning and investment management services. The firm caters to a diverse clientele, offering services such as asset planning, spending analysis, planned giving, and asset management. Lake Jericho also assists
employers in creating and implementing retirement benefits plans that serve the interests of their employees effectively. The team at Lake Jericho holds prestigious industry designations, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Financial Analyst (CFA), showcasing their expertise in financial advisory.
