Lakeview Financial Group LLC
Lakeview Financial Group LLC (CRD# 139594) is a financial advisory firm headquartered in Seattle, WA. They manage $327,907,520 in 1,967 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management328MILLION
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Total Number of Accounts1,967ACCOUNTS
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Average Account Value$166,704
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, WA
Financial Advisors at Lakeview Financial Group LLC
No Advisor Found.
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