Lakeside Advisors Inc.
Lakeside Advisors Inc. (CRD# 104540) is a financial advisory firm headquartered in Seattle, WA. They manage $219,718,376 in 491 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management220MILLION
Total Number of Accounts491ACCOUNTS
Average Account Value$447,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Robert Frey (CRD# 214260) is an Investment Advisor Representative working at Lakeside Advisors Inc. in Seattle, WA and has over 28 years of experience in the finance industry.
Miki Okamoto-Swanson (CRD# 5870077) is an Investment Advisor Representative working at Lakeside Advisors Inc. in Seattle, WA and has 1 year of experience in the finance industry.