TOMPKINS & CO.

SOUTH LAKEVIEW, LLC

CRD 157240 · SEC 801-72281

CO, United States

Phone

303-804-0339

Fax

303-804-0339

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$355.0M

Discretionary AUM

$15.0M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

Services

Portfolio management (individuals)

Official SEC filing: View on IAPD