Lakeside Virtual Family Office, LLC
Lakeside Virtual Family Office, LLC (CRD# 170940) is a financial advisory firm headquartered in Toluca Lake, CA. They manage $30,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$7,500,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Richard Gayton (CRD# 1402380) is an Investment Advisor Representative working at Lakeside Virtual Family Office, LLC in Toluca Lake, CA and has over 31 years of experience in the finance industry.