SOUTH LAKEVIEW, LLC
Doing business as TOMPKINS & CO.. SEC Form ADV profile.
Total regulatory AUM
$355,000,000
Discretionary
$15,000,000
Non-discretionary
$340,000,000
Firm details
- CRD number
- 157240
- SEC file number
- 801-72281
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.