Lakeview Asset Management, LLC
Lakeview Asset Management, LLC (CRD# 119950) is a financial advisory firm headquartered in , . They manage $19,300,000 in 119 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$162,185
- 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
- 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 26 years of experience in the finance industry.