Market
RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Atlanta, GA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$3,100,000,000.00
Gross Revenue
$8,000,000.00
# of Accounts
2,700
Avg Client Age
55
Overview

Lakeview Capital is a independent wealth management firm head-quartered in Atlanta, GA. We have 4 offices in the Southeast, with 18 partners and $3.1B AUM. We are looking to add offices and advisors to our current offices who share our vision and purpose for a fully integrated, wealth management firm with transparency for our clients and advisors, and the size and scale to service any level of client.

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