Lakeside Advisors Inc.

Lakeside Advisors Inc. (CRD# 104540) is a financial advisory firm headquartered in Seattle, WA. They manage $375,650,853 in 580 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1115 East Denny Way, Seattle, WA 98122
http://www.lakesideadvisors.com
By the Numbers
  • Total Assets Under Management
    376
    MILLION
  • Total Number of Accounts
    580
    ACCOUNTS
  • Average Account Value
    $647,674
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Lakeside Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robert Frey, financial advisor Seattle WA
Robert E. Frey
CRD#: 214260
1115 East Denny Way, Seattle, WA 98122

Robert Frey (CRD# 214260) is an Investment Advisor Representative working at Lakeside Advisors Inc. in Seattle, WA and has over 35 years of experience in the finance industry.

2
Kristi Mandt, financial advisor Seattle WA
Kristi A. Mandt
CRD#: 1095765
1115 East Denny Way, Seattle, WA 98122

Kristi Mandt (CRD# 1095765) is an Investment Advisor Representative working at Lakeside Advisors Inc. in Seattle, WA and has over 41 years of experience in the finance industry.

3
Miki Okamoto-Swanson, financial advisor Seattle WA
Miki Okamoto-Swanson
CRD#: 5870077
1115 East Denny Way, Seattle, WA 98122

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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