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Building 2LAKEVIEW FINANCIAL GROUP LLC

Map pinSEATTLE, WA
Phone206-729-1700
NotebookSEC #801-107435
Total AUM
$327.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 WESTLAKE AVE N, SUITE 325
SEATTLE
WA 98109
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
206-729-1700

ReceiptFinancials

Total AUM
$327.9M
Accounts
1,967
Discretionary
$293.7M
Accounts
1,060
Non-Discretionary
$34.2M
Accounts
907

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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