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Lakeview Capital Partners, which manages $3.3 billion in client assets, received $581,000 and intends to apply for forgiveness next month, according to a newly updated Form ADV.
The juggle is real—especially in lockdown. Three mothers at financial advisory firms open up about the pitfalls and perils of working from home with kids.
The Indianapolis-based firm with about $9 billion in assets under advisement intends to use the loan primarily to 'maintain headcount and compensation,' according to a new Form ADV.
Thoroughbred Financial Services said the loan would be used to support payroll and other expenses allowed under the program's guidelines, according to the firm's updated Form ADV.