Lakeview Financial Planning
RIAState Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$270K
Accounts
10
Employees
1
Advisory reps
1
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Yuka Corp
RIAHouston, TX
AUM $2.7MTEAM 1REPS 1
Cadalyst, LLC
RIAAUM $2.7MTEAM 1REPS 1
Hughes Capital Management, LLC
RIAAUM $2.7MTEAM 1REPS 1
William Cary Capital Management
RIAFlourtown, PA
AUM $2.7MTEAM 2REPS 2
Ronald L Perkins Dba Perkins Financial
RIAMadison, WI
AUM $2.7MTEAM 1REPS 1
AP Financial Contingency Group Inc
RIAAUM $2.7MTEAM 1REPS 1