On January 17, 2018, Private Ocean announced that it had acquired Lakeview Financial Group.
Lakeview Financial Group (“Lakeview”) will continue to operate in its current Seattle location. Further terms of the transaction were not disclosed.
Private Ocean is a San Francisco-based wealth management firm with over $1.2 billion in assets under management specializing in work with senior executives, business owners, and other affluent individuals.
Lakeview is a Seattle-based registered investment advisory firm with $380 million in assets under management.
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