LAKEVIEW FINANCIAL PLANNING

LAKEVIEW FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 289377). Regulatory assets under management: $2.7M.

Registration

• CRD: 289377
• Type: Registered investment adviser
• Phone: (508) 331-4030
• Latest filing: 2023-10-02
• Regulatory AUM: $2.7M
• Discretionary AUM: $2.7M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289377 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search