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Lakeside Advisors Inc

● SEC registered since 1984CRD 104540SEC# 801-21230Seattle, WA
Export (members)
Reg. AUM
$385.3M
Employees
4
Accounts
536
Location
Seattle, WA

Lakeside Advisors Inc assets under management

Lakeside Advisors Inc is an SEC-registered investment adviser based in Seattle, WA. The firm has been registered since 1984. It reports $385.3 million in regulatory assets under management and employs 4 people.
www.lakesideadvisors.comView on SEC.gov ↗

Lakeside Advisors Inc owners & executives

3 reported
NameTitleOwnershipSince
Kristi Ann Mandt ControlVice President / SecretaryUnder 5%2005
Miki Okamoto-Swanson ControlVice PresidentUnder 5%2010
Robert Everett Frey ControlPresident / Chief Compliance Officer / TreasurerOver 75%1984

Frequently asked questions

How much does Lakeside Advisors Inc manage?

Lakeside Advisors Inc reports $385.3 million in regulatory assets under management on its Form ADV.

How many employees does Lakeside Advisors Inc have?

Lakeside Advisors Inc reports 4 employees.

Where is Lakeside Advisors Inc located?

Lakeside Advisors Inc is based in Seattle, WA and has been SEC-registered since 1984.

Does Lakeside Advisors Inc disclose fund performance?

Lakeside Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1115 East Denny Way, Seattle, WA 98122-2427
Phone206-285-1730
Fax206-267-2316
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1913467
Discloses disciplinary historyNo

Assets under management

Discretionary$374.7M
Non-discretionary$10.5M
Total (RAUM)$385.3M