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Dennis Herold Daugs

LAKESIDE CAPITAL MANAGEMENT, LLC·SEATTLE, Washington
Unclaimed Profile
1938 43RD AVE EAST, SEATTLE, WA 98112CRD# 1615507Firm CRD# 108155
01

About

Dennis Herold Daugs is a registered financial advisor based in SEATTLE, Washington, affiliated with LAKESIDE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
LAKESIDE CAPITAL MANAGEMENT, LLC
LAKESIDE CAPITAL MANAGEMENT LLC
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LAKESIDE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1615507
Firm CRD# 108155
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis Herold Daugs offer?
Dennis Herold Daugs specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are Dennis Herold Daugs's credentials?
Dennis Herold Daugs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Herold Daugs located?
Dennis Herold Daugs is based in SEATTLE, Washington, working with LAKESIDE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Dennis Herold Daugs charge for services?
Dennis Herold Daugs's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKESIDE CAPITAL MANAGEMENT, LLC?
LAKESIDE CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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