Overview
Assets Under Management: $318 million
Frequently Asked Questions
SOUTH LAKEVIEW, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157240), SOUTH LAKEVIEW, LLC is subject to fiduciary duty under federal law.
According to their SEC Form ADV, SOUTH LAKEVIEW, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SOUTH LAKEVIEW, LLC manages $318 million in client assets according to their SEC filing dated September 16, 2024.
According to their SEC Form ADV, SOUTH LAKEVIEW, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Total Client Accounts: 3
Discretionary Accounts: 2
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 157240
Last Filing Date: 2024-09-16 00:00:00
Website: https://yahoo.com