Investment adviser · CRD 139594

LAKEVIEW FINANCIAL GROUP LLC

Investment adviser filing (IA)

SEATTLE, WA, United States · Form ADV filed Jul 6, 2017

Regulatory AUM
$328M
Form ADV · Item 5.F
Client accounts
1,967
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 6, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1700 WESTLAKE AVE N, SUITE 325
SEATTLE, WA, 98109, United States

CRD 139594

Filing source

Form ADV 1123956 · Jul 6, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.