Lakeview Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 289377
- Website
- lakeviewplanning.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.44%
- Individuals5.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lakeview Financial Planning operates as an independent registered investment advisor (RIA) and is structured as a corporation. The firm primarily serves individual and family clients, providing a range of services that include financial planning, portfolio management for individuals and small businesses, and educational seminars. Lakeview Financial Planning is not an active ESG investor and does not operate as a multi-state adviser. The firm is owned by an individual, emphasizing a personalized approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Michael Marchetti
Founder & CEOCRD 6485909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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