LAKELAND INVESTOR SERVICES, INC.

LAKELAND INVESTOR SERVICES, INC. is an SEC-registered investment adviser (CRD 167100). Regulatory assets under management: $19.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 167100
• Type: Registered investment adviser
• Phone: 814-382-6681
• Latest filing: 2026-07-21
• Regulatory AUM: $19.0M
• Discretionary AUM: $15.4M
• Non-discretionary AUM: $3.6M
• Clients: 1
• Accounts: 138

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167100 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search