Ronald ChanCRD Number: 6157319
Current Firm: Lakeside Asset Management LLC
Ronald Chan (CRD# 6157319) is an Investment Advisor Representative working at Lakeside Asset Management LLC in Seattle, WA and has 1 year of experience in the finance industry.
Brighton Jones LLC
|Audeca Capital Management||Seattle, WA||Aug 2015 - Current||1|
|Pekin Singer Strauss Asset Management||Chicago, IL||Mar 2010 - Jul 2015||5|
|University Of Chicago||Chicago, IL||Sep 2007 - Mar 2010||2|
|Nomura||Hong Kong,||Jun 2009 - Aug 2009||< 1|
|Monroe Capital||Chicago, IL||Apr 2009 - Jun 2009||< 1|
|Columbia Asset Management||Boston, MA||Jun 2008 - Sep 2008||< 1|
|Kpmg||New York, NY||Jan 2007 - Aug 2007||< 1|
|Crosswalk||New York, NY||Nov 2005 - Dec 2006||1|
Total Assets Under Management6MILLIONS
Total Number of Accounts50ACCOUNTS
Average Account Value$120,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
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