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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2002
- Office Locations
- 1
Office Locations
About Lakeview Investment Advisors, LLC
Lakeview Investment Advisors, LLC is a Plymouth, MN boutique RIA founded in 2002 by CFA Bill Westhoff, a former Ameriprise portfolio manager and Securian/Minnesota Life CIO. The firm provides investment management and portfolio construction for individuals (including entrepreneurs) focused on preserving and building wealth, using ETF-heavy asset allocation alongside mutual funds and taxable/municipal fixed income. Custody includes Schwab.
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Owner & Executives
WILLIAM NORMAN WESTHOFF
Investment Advisor, President
- CRD
- #1887382
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,496,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,496,900 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,496,900
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $128,347,379 | 29.8% |
| Public Funds | $74,510,391 | 17.3% |
| Municipal Bonds | $124,040,420 | 28.8% |
| Cash | $103,797,713 | 24.1% |
| Total | $430,695,903 | 100.0% |