LAKEVIEW FINANCIAL GROUP LLC
CRD #139594 SEC #801-107435 SEATTLE, WA 206-729-1700
SEC Registered
Total AUM
$327.9M
Discretionary
$293.7M
Employees
8
Clients
251
Accounts
1,967
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2017 | $327.9M | $293.7M | $34.2M | 8 | 330 |
| May 2017 | $327.9M | $293.7M | $34.2M | 9 | 330 |
| Jan 2017 | $327.9M | $293.7M | $34.2M | 9 | 330 |
| Jun 2016 | $300M | $281M | $19M | 8 | 26 |
| Apr 2016 | $251M | $219M | $32M | 8 | 26 |
| Mar 2016 | $251M | $219M | $32M | 8 | 26 |
| Mar 2016 | $251M | $219M | $32M | 8 | 26 |
| Mar 2016 | $251M | $219M | $32M | 8 | 26 |
DateJul 2017
Total AUM$327.9M
Discretionary$293.7M
Non-Disc.$34.2M
Employees8
Clients330
DateMay 2017
Total AUM$327.9M
Discretionary$293.7M
Non-Disc.$34.2M
Employees9
Clients330
DateJan 2017
Total AUM$327.9M
Discretionary$293.7M
Non-Disc.$34.2M
Employees9
Clients330
DateJun 2016
Total AUM$300M
Discretionary$281M
Non-Disc.$19M
Employees8
Clients26
DateApr 2016
Total AUM$251M
Discretionary$219M
Non-Disc.$32M
Employees8
Clients26
DateMar 2016
Total AUM$251M
Discretionary$219M
Non-Disc.$32M
Employees8
Clients26
DateMar 2016
Total AUM$251M
Discretionary$219M
Non-Disc.$32M
Employees8
Clients26
DateMar 2016
Total AUM$251M
Discretionary$219M
Non-Disc.$32M
Employees8
Clients26