Lakeland Investment Advisors, LLC

Overview

Lakeland Investment Advisors, LLC is an independent, owner-operated registered investment adviser that serves individuals, families and smaller institutional clients. The firm combines portfolio management and financial planning services with insurance brokerage capabilities, and charges advisory fees as a percentage of assets under management. Its advisory scope explicitly covers individual and small business portfolio management as well as portfolio management for businesses or institutions. Investment stance is equity‑oriented: the firm shows a clear preference for exchange‑traded equities as the primary vehicle for client portfolios. Asset management is provided on a discretionary basis across the client base. The firm does not position itself as an active ESG investor and operates from a single office footprint rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices