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LAKESIDE ADVISORS INC
CRD 104540 · SEC 801-21230
1115 EAST DENNY WAY, SEATTLE, WA, 98122-2427, United States
Phone
206-285-1730
Fax
206-267-2316
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$412.2M
Discretionary AUM
$401.2M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $71.9M |
| High net worth individuals | 95 | $324.2M |
| Pension/profit sharing plans | 2 | $12.7M |
| Charitable organizations | 3 | $3.3M |
| Corporations/business entities | 1 | $232K |
States served
WA
All web addresses on file
Official SEC filing: View on IAPD