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- Custodian
- American Funds · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Capital pioneerSignal +more
- 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.
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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
Total SMA Asset: $18,973,780
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $823,300,993 | 18.2% |
| Municipal Bonds | $461,410,447 | 10.2% |
| Cash | $1,099,242,535 | 24.3% |
| U.S. Government/Agency | $1,058,529,848 | 23.4% |
| Equity - Exchange | $1,081,148,008 | 23.9% |
| Total | $4,523,631,831 | 100.0% |