CRD: 167100
Lakeland Investor Services, Inc.
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- Custodian
- American Funds · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-26-2013
- Office Locations
- 1
Office Locations
About Lakeland Investor Services, Inc.
Lakeland Investor Services, Inc. is a boutique RIA serving individuals, families, and small businesses in western Pennsylvania and regionally. The firm provides wealth advisory, financial planning, and discretionary investment management with customized plans and portfolio management. Established in 2002 and registered as an investment adviser in 2013; investment implementation includes mutual funds and ETFs, with custody through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 81.3% is discretionary and 18.7% is non-discretionary.
The firm reports 1 advisory representatives and 70 clients, or 70 clients per representative. That equates to $271.1K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on September 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Lakeland Investor Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Mark William Petro
Financial Advisor, General Partner
- CRD
- #4335772
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,418,211 | -- |
| Non-Discretionary | $3,555,569 | -- |
| Total | $18,973,780 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lakeland Investor Services, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.