Lakeside Advisors Inc
Lakeside Advisors Inc is an SEC-registered wealth manager in Seattle, WA with $412.2M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Lakeside Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104540, SEC 801-21230, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $412.2M (2026-04-14)
- Firm type
- Wealth Manager
- Location
- Seattle, WA
- Employees
- 4
- Clients
- 213
- CRD
- 104540
- Ownership
- MANDT, KRISTI, ANN; HIGHTOWER, SHELLEY, ELIZABETH; FREY, ROBERT, EVERETT; ANCICH, JOHN, MARK; MILLIKIN, KURTIS, ALAN
How much AUM does Lakeside Advisors Inc have?
Lakeside Advisors Inc reported $412.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Lakeside Advisors Inc?
Disclosed owners and executives of Lakeside Advisors Inc include MANDT, KRISTI, ANN, HIGHTOWER, SHELLEY, ELIZABETH, FREY, ROBERT, EVERETT, ANCICH, JOHN, MARK, MILLIKIN, KURTIS, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.