Unclaimed Profile

Robert Bergstrom Varn

LAKEVIEW CAPITAL MANAGEMENT LLC·ATLANTA, Georgia

Clean record16 years registeredLAKEVIEW CAPITAL MANAGEMENT LLC

75 FOURTEENTH STREET, ATLANTA, GA 30309CRD# 4363662Firm CRD# 150966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Bergstrom Varn · ATLANTA, GA

Registration

CRD #4363662 · LAKEVIEW CAPITAL MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAKEVIEW CAPITAL MANAGEMENT LLC

LAKEVIEW CAPITAL PARTNERS, LLC

Aug 2013 – Dec 2021

ATLANTA, GA

LAKEVIEW CAPITAL MANAGEMENT LLC

Apr 2010 – Dec 2013

ATLANTA, GA

Registrations & Exams

Registration record

First registered · April 8, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAKEVIEW CAPITAL MANAGEMENT LLC

CRD 150966 · SEC 801-70520

AUM

$70M

Regulatory assets under management

Employees

363 client accounts

Services offered by LAKEVIEW CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAKEVIEW CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Robert Bergstrom Varn offer?

Robert Bergstrom Varn specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Robert Bergstrom Varn's credentials?

Robert Bergstrom Varn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Bergstrom Varn located?

Robert Bergstrom Varn is based in ATLANTA, Georgia, last registered with LAKEVIEW CAPITAL MANAGEMENT LLC.

How does Robert Bergstrom Varn charge for services?

Robert Bergstrom Varn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAKEVIEW CAPITAL MANAGEMENT LLC?

LAKEVIEW CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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