Lakeside North Capital Advisors, LLC

Lakeside North Capital Advisors, LLC (CRD# 238789) is a financial advisory firm headquartered in San Rafael, CA. They manage $11,858,593 in 27 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $439,207
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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.

CA, MA

Financial Advisors at Lakeside North Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jaipal K. Tuttle
CRD#: 2473781
4040 Civic Center Drive, Suite 200, San Rafael, CA 94903
93
Wealthminder
score

Jaipal Tuttle (CRD# 2473781) is an Investment Advisor Representative working at Lakeside North Capital Advisors, LLC in San Rafael, CA and has over 20 years of experience in the finance industry.

2
Paul C. Strehle
CRD#: 5186878
Wayland, MA
90
Wealthminder
score

Paul Strehle (CRD# 5186878) is an Investment Advisor Representative working at Lakeside North Capital Advisors, LLC in Wayland, MA and has over 3 years of experience in the finance industry.

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