LAKESIDE ADVISORS INC

1115 East Denny Way
Seattle, Washington 98122-2427
Tel: 206-285-1730

About LAKESIDE ADVISORS INC

LAKESIDE ADVISORS INC, formally registered with the SEC as LAKESIDE ADVISORS INC. The firm was established in 05/10/1984. They have over 1 offices throughout the country.

LAKESIDE ADVISORS INC is a Seattle, Washington based Financial Planning firm with nearly $375,650,853 assets under management, offering retirement planning & investment advisory services to 580 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104540
SEC#	801-21230
Assets Managed by Firm	$375,650,853
No. of Clients	580
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	580	$375,650,853
Individuals (other than high net worth individuals)	118	$60,099,467
High net worth individuals	107	$300,886,439
Pension and profit sharing plans	2	$11,814,688
Charitable organizations	3	$2,551,382
Corporations or other businesses	2	$298,877

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