LAKELAND INVESTOR SERVICES, INC.
CRD 167100
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$19.0M
Discretionary AUM
$15.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $10.3M |
| High net worth individuals | 8 | $7.8M |
| Pension/profit sharing plans | 2 | $69K |
| Charitable organizations | 3 | $162K |
| Corporations/business entities | 3 | $653K |
All web addresses on file
Official SEC filing: View on IAPD