Lakeside Financial Inc.
Lakeside Financial Inc. (CRD# 213517) is a financial advisory firm headquartered in , . They manage $27,880,988 in 107 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lakeside Financial Inc.
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$260,570
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, WA
Financial Advisors at Lakeside Financial Inc.
1
Ronald Chan (CRD# 6157319) is an Investment Advisor Representative working at Lakeside Financial Inc. in Seattle, WA and has 1 year of experience in the finance industry.
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