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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
About Scott Rothbort
Biography of LakeView Asset Management Founder & President, Scott Rothbort
Download File
Managed Account Services
Managed Account Services, Fees and Performance
Download File
Regulatory Form ADV Part II
LakeView Asset Management, LLC Form ADV Part II
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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