Lakeview Investment Advisors, LLC

Overview

Lakeview Investment Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC that provides fee-based portfolio management to individuals, families and small-business clients. The firm charges a percentage-of-AUM fee and describes its core advisory activity as portfolio management for individuals and small businesses. Lakeview does not position itself as a capital allocator or an ESG-focused investor; its operating footprint and regulatory filings indicate a relatively concentrated, traditional wealth-management practice rather than a multi-state or institutional consulting business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices