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Products & Services

Investors interesting in using the services of LakeView Asset Management, LLC for separate account management are encouraged to carefully review the marketing documents contained in this section below.

Products and Services Files
1. Managed Account Services
Managed Account Services, Fees and Performance
Download File
3. About Scott Rothbort
Biography of LakeView Asset Management Founder & President, Scott Rothbort
Download File
4. Regulatory Brochure ADV Part 2
LakeView Asset Management, LLC Form ADV Part 2
Download File
49 Oval Road, Millburn, NJ 07041 :: Telephone: (973) 564-8139 :: Toll Free: (888) 9-LAKEVIEW or (888) 952-5384 :: Fax: (973) 564-8129
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