LAKESIDE ADVISORS INC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 104540
- Registered since
- May 10, 1984
- Website
- www.lakesideadvisors.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.64%
- Individuals17.43%
- Pension & Profit Sharing Plans3.08%
- Charitable Organizations0.79%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Lakeside Advisors Inc is an independent registered investment adviser that has been SEC-registered since 1984 and is privately owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fees are charged on a mix of percentage-of-AUM arrangements plus hourly and fixed-fee engagements. The firm does not operate as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents14%
- State & Local Bonds6%
Contacts
3 of 3MIKI OKAMOTO-SWANSON
Vice President, Portfolio AnalystCRD 5870077
KRISTI MANDT
OwnerCRD 1095765
ROBERT FREY
OwnerCRD 214260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$13.4M in ETFs
58%
$7.8M
32%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $5.6M | 17,473 | 41.81% |
Location
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 1115 E Denny Way
- Time zone
- PT (UTC-8)
- Office locations
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