LakeView Asset Management

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

49 Oval Rd, Millburn, New Jersey, 07041,...

Phone Number

(973) 564-8139

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About LakeView Asset Management

LakeView Asset Management, LLC specializes in providing individually tailored investment solutions to meet diverse client needs, including managed accounts and comprehensive financial planning. With over 20 years of experience, the firm emphasizes client focus and integrity in its investment advisory services, risk management, asset allocation, and retirement planning. The company aims to help clients establish and achieve long-term financial goals through personalized strategies. Its services are designed for a wide range of clients, ensuring that each portfolio aligns with specific investment objectives.Explore more
LakeView Asset Management's Social MediaPopular SearchesLakeView Asset management LLCStreet All - Stars/ Scott Rothbort/ Lakeview Asset...Lake Troy Asset Management LLCLake View Asset Management LLCLakeView Management LLCSIC Code 62,628NAICS Code 52,523Show more

LakeView Asset Management Org Chart

PhoneEmail
EM
United States flag for contact location.

Manager, Application Support

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PhoneEmail
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Compare insights from companies similar to LakeView Asset Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LakeView Asset Management

<$5M
1-10
Private
-
2002
EM
Evelyn MesaManager, Application Support
<$5M
11-50
Private
$22.1M
2005
DM
Duane ManningVice President
<$5M
1-10
Private
-
2011
DV
David ValentiPortfolio Manager
<$5M
11-50
Private
<$5M
2011
DK
David KudlaCEO & Investment Chief & Strategist
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LakeView Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LakeView Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LakeView Asset Management.

LakeView Asset Management Tech Stack

A closer look at the technologies used by LakeView Asset Management

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Frequently Asked Questions Regarding LakeView Asset Management

What is LakeView Asset Management's official website?
LakeView Asset Management's official website is www.lakeviewasset.com
What is LakeView Asset Management's Revenue?
LakeView Asset Management's revenue is <$5 Million
What is LakeView Asset Management's SIC code?
LakeView Asset Management's SIC: 62,628
What is LakeView Asset Management's NAICS code?
LakeView Asset Management's NAICS: 52,523
How many employees does LakeView Asset Management have?
LakeView Asset Management has 1-10 employees
What industry does LakeView Asset Management belong to?
LakeView Asset Management is in the industry of: Finance, Securities Trading
What is LakeView Asset Management competition?
LakeView Asset Management top competitors include: Pillar Wealth Management, Virtue Asset Management, Ideal Wealth Management, Mainstay Capital Management
What technology does LakeView Asset Management use?
Some of the popular technologies that LakeView Asset Management uses are: Cloudflare Website Optimization, Datadog, Google Font API, Microsoft 365
How do I contact LakeView Asset Management?
LakeView Asset Management contact info: Phone number: (973) 564-8139 Website: www.lakeviewasset.com
What does LakeView Asset Management do?

LakeView Asset Management, LLC specializes in providing individually tailored investment solutions to meet diverse client needs, including managed accounts and comprehensive financial planning. With over 20 years of experience, the firm emphasizes client focus and integrity in its investment advisory services, risk management, asset allocation, and... retirement planning. The company aims to help clients establish and achieve long-term financial goals through personalized strategies. Its services are designed for a wide range of clients, ensuring that each portfolio aligns with specific investment objectives.Read More

What are LakeView Asset Management social media links?
LakeView Asset Management Linkedin page LakeView Asset Management Twitter page LakeView Asset Management Facebook page
Is LakeView Asset Management a public company?
LakeView Asset Management is private company therefore does not currently have an official ticker symbol
See more information about LakeView Asset Management

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