Lakeland Investor Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 167100
- Website
- www.lakelandinvestors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals54.34%
- HNWI40.95%
- Corporations / Businesses3.44%
- Charitable Organizations0.85%
- Pension & Profit Sharing Plans0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lakeland Investor Services, Inc. is an independent, privately owned registered investment adviser that serves both individual/family clients and institutional accounts. The firm bills on a percentage-of-AUM and fixed-fee basis and provides financial planning, portfolio management for individuals/small businesses and for institutions, and the selection of outside advisers. It identifies as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. The firm does not flag itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds81%
- State & Local Bonds8%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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