Lakeside Fund, Ltd.

Lakeside Fund, Ltd. (CRD# 141623) is a financial advisory firm headquartered in Sylvania, OH. They manage $780,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $23,636
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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.

OH

Financial Advisors at Lakeside Fund, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Anne E. Getz
CRD#: 5210530
4930 Holland Sylvania Road, Sylvania, OH 43560
93
Wealthminder
score

Anne Getz (CRD# 5210530) is an Investment Advisor Representative working at Lakeside Fund, Ltd. in Sylvania, OH and has over 9 years of experience in the finance industry.

2
Robert J. Lydy
CRD#: 5210543
4930 Holland Sylvania Road, Sylvania, OH 43560
93
Wealthminder
score

Robert Lydy (CRD# 5210543) is an Investment Advisor Representative working at Lakeside Fund, Ltd. in Sylvania, OH and has over 10 years of experience in the finance industry.

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