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).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $7,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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.

CA

Financial Advisors at Lakeside Virtual Family Office, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard W. Gayton
CRD#: 1402380
4450 Lakeside Drive, Suite 350, Toluca Lake, CA 91505
83
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.