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).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $447,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Lakeside Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert E. Frey
CRD#: 214260
1115 East Denny Way, Seattle, WA 98122
93
Wealthminder
score

Robert Frey (CRD# 214260) is an Investment Advisor Representative working at Lakeside Advisors Inc. in Seattle, WA and has over 27 years of experience in the finance industry.

2
Miki Okamoto-Swanson
CRD#: 5870077
1115 East Denny Way, Seattle, WA 98122
90
Wealthminder
score

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.

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