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LAKESIDE CAPITAL MANAGEMENT, LLC
LAKESIDE CAPITAL MANAGEMENT, LLC
LAKESIDE CAPITAL MANAGEMENT LLC
SEATTLE, Washington
·
1 registered advisor
·
CRD# 108155
SEC# 801-57583
206-324-2600
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at LAKESIDE CAPITAL MANAGEMENT, LLC
1 registered advisor
Dennis Herold Daugs
SEATTLE, Washington
CRD# 1615507
05
Office Locations
SEATTLE, Washington
1 advisor
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Data sourced from SEC Form ADV filings. LAKESIDE CAPITAL MANAGEMENT, LLC (CRD# 108155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.