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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $146,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NV, NY

Financial Advisors at Lakeview Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott R. Rothbort
CRD#: 2072153
Millburn, NJ
93
Wealthminder
score

Scott Rothbort (CRD# 2072153) is an Investment Advisor Representative working at Lakeview Asset Management, LLC in Millburn, NJ and has over 24 years of experience in the finance industry.

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