Lakeland Investor Services, Inc.

Overview

Lakeland Investor Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm acts as a capital allocator for both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the source data. An insurance company is listed among its industry affiliations.

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Public Holdings

Investments & Alternatives

Location & Offices