Lakeside Financial LLC
Lakeside Financial LLC (CRD# 213517) is a financial advisory firm headquartered in , . They manage $10,600,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$353,333
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ronald Chan (CRD# 6157319) is an Investment Advisor Representative working at Lakeside Financial LLC in Seattle, WA and has 1 year of experience in the finance industry.