Lakeview

Ashtabula, OH #14584 Small ($50M–$500M) Healthy Low-Income CEO: Jamie M Ortiz

Assets

$153.2M

▲ 1.6%

Members

8,014

▼ 1.4%

Loans

$58.8M

▼ 1.0%

Net Worth

12.90%

▲ 0.12

ROA

1.30%

▲ 0.24

Delinquency

0.23%

▼ 0.42

Merger History · NCUA Records

Acquired 2 credit unions since 2018

· KENNAMETAL ORWELL EMPLOYEES ORWELL, OH · 2024-09 · EXPANDED SERVICES · $688K

· SHERCHEM ASHTABULA, OH · 2022-03 · INABILITY TO OBTAIN OFFICIALS · $3.4M

Pending Filings

Receiving Kennametal Orwell 2024-12-04 · Docket NCUA-2024-0120

Receiving Sherchem 2022-05-05 · Docket NCUA-2022-0057

View all NCUA merger filings →

Tools & Analysis // Lakeview

Scorecard Performance Report Research Report 🔒 Time-Series 🔒 Forecasting 🔒 Peer Group 🔒 Stress Test 🔒 HMDA Mortgage 🔒 Branch Explorer 🔒

Financial Performance

Loan-to-Share

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Efficiency Ratio

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Net Interest Margin

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Institutional Analysis // Strengths // Risks // Opportunities

Quarterly History // Deposit Mix // Income Statement

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