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Building 2LAKESIDE ADVISORS INC

Map pinSEATTLE, WA
Phone206-285-1730
NotebookSEC #801-21230
Total AUM
$412.2M
Employees
4
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1115 EAST DENNY WAY
SEATTLE
WA 98122-2427
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
206-285-1730

ReceiptFinancials

Total AUM
$412.2M
Accounts
517
Discretionary
$401.2M
Accounts
516
Non-Discretionary
$11.1M
Accounts
1

ContactClients

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Individual Clients
112
AUM
$71.9M
HNW Individual Clients
95
AUM
$324.2M
Pension/Profit Sharing Plan Clients
2
AUM
$12.7M
Charitable Organization Clients
3
AUM
$3.3M
Corporation or Business Clients
1
AUM
$231.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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