# LAKEVIEW FINANCIAL GROUP LLC

LAKEVIEW FINANCIAL GROUP LLC of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 139594
- Type: SEC-registered investment adviser
- SEC file number: 801-107435
- Location: 1700 WESTLAKE AVE N, SUITE 325, SEATTLE, WA, 98109
- Phone: 206-729-1700
- Latest filing: 2017-07-06
- Regulatory AUM: $327.9M
- Discretionary AUM: $293.7M
- Non-discretionary AUM: $34.2M
- Clients: 8
- Accounts: 1,967

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| PETERS LISA RENE | MEMBER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| DUNSTAN JOHN MCKENZIE | MEMBER; PRINCIPAL | — |
| BACK JULIE ANN | MEMBER; PRINCIPAL | — |
| KEYDEL BRIANA KELLY | MEMBER; PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139594/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139594/similar
- Related entities: https://search.stillhousedata.com/firm/139594/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139594

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.