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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 6, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BACK, JULIE, ANN | I | MEMBER | C | Control |
| BACK, JULIE, ANN | I | PRINCIPAL | C | Control |
| BACK, JULIE, ANN | I | MEMBER | C | Control |
| BACK, JULIE, ANN | I | MEMBER | C | Control |
| BACK, JULIE, ANN | I | MEMBER | C | Control |
| BACK, JULIE, ANN | I | MEMBER | C | Control |
| BACK, JULIE, ANN | I | MEMBER | C | Control |
| BACK, JULIE, ANN | I | MEMBER | C | Control |
| DUNSTAN, JOHN, MCKENZIE | I | MEMBER | C | Control |
| DUNSTAN, JOHN, MCKENZIE | I | PRINCIPAL | C | Control |
| DUNSTAN, JOHN, MCKENZIE | I | MEMBER | C | Control |
| DUNSTAN, JOHN, MCKENZIE | I | MEMBER | C | Control |
| DUNSTAN, JOHN, MCKENZIE | I | MEMBER | C | Control |
| DUNSTAN, JOHN, MCKENZIE | I | MEMBER | C | Control |
| DUNSTAN, JOHN, MCKENZIE | I | MEMBER | C | Control |
| KEYDEL, BRIANA, KELLY | I | MEMBER | C | Control |
| KEYDEL, BRIANA, KELLY | I | PRINCIPAL | C | Control |
| KEYDEL, BRIANA, KELLY | I | MEMBER | C | Control |
| KEYDEL, BRIANA, KELLY | I | MEMBER | C | Control |
| KEYDEL, BRIANA, KELLY | I | MEMBER | C | Control |
| KEYDEL, BRIANA, KELLY | I | MEMBER | C | Control |
| KEYDEL, BRIANA, KELLY | I | MEMBER | C | Control |
| KEYDEL, BRIANA, KELLY | I | MEMBER | C | Control |
| PETERS, LISA, RENE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| PETERS, LISA, RENE | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| PETERS, LISA, RENE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| PETERS, LISA, RENE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| PETERS, LISA, RENE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| PETERS, LISA, RENE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| PETERS, LISA, RENE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| PETERS, LISA, RENE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jul 6, 2017 REGISTERED
Notice Filings (4)
AZ CA FL WA
Address
1700 WESTLAKE AVE N, SUITE 325SEATTLE, WA 98109
United States
Phone: 206-729-1700