$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
8 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Ridge ridge
- Established Date
- 10-13-2017
- Office Locations
- 1
Office Locations
-- Shirley MA
About Lakeview Financial Planning
Lakeview Financial Planning is a Shirley, MA firm providing integrated financial planning, individual and corporate tax preparation, and ongoing asset management. The practice focuses on helping busy families and business owners simplify planning and filing, including meeting clients where they are. Public disclosures indicate portfolios are implemented primarily with ETFs.
Team overview
35 AVG AGE
$2.7M AVG AUM / ADVISOR
$192.9K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Focus Harbor Pioneer wave
Client Personas
Delta atlas Timber harbor
Custodian
Foundation
Investment Themes
Unison peak Fusion pathway Oak
Investment Vehicles
Eagle bridge
Services
Capital Peak Radial Delta catalyst Pathway pathway Radial Bridge Summit Prime delta Horizon
Technology
Quantum
Owner & Executives
MICHAEL WILLIAM MARCHETTI
Chief Compliance Officer, Chief Executive Officer, Financial Planner
- CRD
- #6485909
- Ownership
- 75% or more
(788) 632-3338
matrix.alpha@momentumcapital.com
in linkedin.com/in/peak-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,700,000
Equity - Exchange:
21.6% Cash:
78.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $874,750,068 | 21.6% |
| Cash | $3,175,018,766 | 78.4% |
| Total | $4,049,768,834 | 100.0% |