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 registered with the SEC since 1984. The firm is owner-operated and serves both individual and family clients as well as institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm does not market itself as a capital allocator and is not flagged 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$21.8M in ETFs
47%
$10.2M
34%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $6.5M | 17,473 | 30.01% |
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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