Lakeside Advisors Inc
● SEC registered since 1984CRD 104540SEC# 801-21230Seattle, WA
Reg. AUM
$412.2M
Employees
4
Accounts
517
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 $412.2 million in regulatory assets under management and employs 4 people.
Lakeside Advisors Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristi Ann Mandt Control | Vice President / Secretary | Under 5% | 2005 |
| Miki Okamoto-Swanson Control | Vice President | Under 5% | 2010 |
| Robert Everett Frey Control | President / Chief Compliance Officer / Treasurer | Over 75% | 1984 |
Frequently asked questions
How much does Lakeside Advisors Inc manage?
Lakeside Advisors Inc reports $412.2 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
| Address | 1115 East Denny Way, Seattle, WA 98122-2427 |
| Phone | 206-285-1730 |
| Fax | 206-267-2316 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1913467 |
| Discloses disciplinary history | No |
Regulatory AUM
$412.2M▲ 7%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$412.2Mregulatory AUM
Discretionary $401.2MNon-discretionary $11.1M