Be advised. This firm is no longer registered.

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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lakeside Virtual Family Office, LLC
No Advisor Found.
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