Lake Point Advisory Group - Ownership and Business Overview

Financial ServicesCompany

Lake Point Advisory Group Ownership

Who owns Lake Point Advisory Group?

Lake Point Advisory Group is owned by Mercer Advisors. It was acquired on October 20, 2021.

Lake Point Advisory Group Business Overview

Where is Lake Point Advisory Group headquartered?

Lake Point Advisory Group is headquartered in Rockwall, Texas.

What sector is Lake Point Advisory Group in?

Lake Point Advisory Group is a financial services company.

When was Lake Point Advisory Group founded?

Lake Point Advisory Group was founded in 2007.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 234 acquisitions of financial services companies in 2021, including 24 acquisitions by private equity firms, and 210 by strategics.

Lake Point Advisory Group

Lake Point Wealth Management LLC

1 Horizon Court, Suite A,
Rockwall, Texas 75032
United States,
(214) 771-3363
www.lakepointadvisorygroup.com

Lake Point Advisory Group is a respected wealth management firm that serves clients with assets under management/advisement (collectively "AUM") of approximately $700 million. Lake Point was founded in 2007 and is located in Rockwall, Texas.


Company Summary

SECTOR

Financial Services

Established

2007

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