RIA Intel›Advisers›Minnesota›LAKEVIEW INVESTMENT ADVISORS, LLC

LAKEVIEW INVESTMENT ADVISORS, LLC

Advisory

MN

Data as of Jul 10, 2026 · Source: SEC Form ADV

Rank in MN

#472

of 511 advisers by AUM

Average account

$2M

across 27 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, MN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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