Lakeview Asset Management, LLC
Lakeview Asset Management, LLC (CRD# 119950) is a financial advisory firm headquartered in , . They manage $18,400,000 in 126 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts126ACCOUNTS
Average Account Value$146,032
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
NJ, NV, NY
Scott Rothbort (CRD# 2072153) is an Investment Advisor Representative working at Lakeview Asset Management, LLC in Millburn, NJ and has over 25 years of experience in the finance industry.