LAKEVIEW CAPITAL MANAGEMENT LLC

ATLANTA, Georgia·3 registered advisors·CRD# 150966

SEC# 801-70520404-841-2224

01

Firm Overview

AUM

$70M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at LAKEVIEW CAPITAL MANAGEMENT LLC

3 registered advisors

Joe Barrow Tracy

ATLANTA, Georgia

Laurie Ferrara Lougher

ATLANTA, Georgia

Robert Bergstrom Varn

ATLANTA, Georgia

05

Office Locations

ATLANTA, Georgia

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Data sourced from SEC Form ADV filings. LAKEVIEW CAPITAL MANAGEMENT LLC (CRD# 150966) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.