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Building 2LAKESIDE WEALTH MANAGEMENT GROUP, LLC

Map pinCHESTERTON, IN
Phone219-926-1182
NotebookSEC #801-67740
Total AUM
$1.6B
Employees
20
Clients
1,097

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3100 VILLAGE PT
STE 200
CHESTERTON
IN 46304
United States
Operating Hours
7:30 A.M - 4:30 P.M.
Monday - Friday
Phone
219-926-1182

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,899
Discretionary
$476.9M
Accounts
2,774
Non-Discretionary
$1.2B
Accounts
125

ContactClients

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Individual Clients
789
AUM
$203.3M
HNW Individual Clients
143
AUM
$274.9M
Pension/Profit Sharing Plan Clients
129
AUM
$1.1B
Charitable Organization Clients
29
AUM
$31.2M
Government Entity Clients
4
AUM
$35.9M
Corporation or Business Clients
3
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYLAMAMINCNENYOHTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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