LAKEVIEW INVESTMENT ADVISORS, LLC

LAKEVIEW INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser (CRD 122928). Regulatory assets under management: $54.5M.

Registration

• CRD: 122928
• Type: Registered investment adviser
• Phone: 612-616-5440
• Latest filing: 2026-07-10
• Regulatory AUM: $54.5M
• Discretionary AUM: $54.5M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122928 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search