Lakeside Asset Management LLC

Lakeside Asset Management LLC (CRD# 213517) is a financial advisory firm headquartered in , . They manage $6,000,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $120,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IL, WA

Financial Advisors at Lakeside Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ronald K. Chan
CRD#: 6157319
Seattle, WA
90
Wealthminder
score

Ronald Chan (CRD# 6157319) is an Investment Advisor Representative working at Lakeside Asset Management LLC in Seattle, WA and has 1 year of experience in the finance industry.

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