RIA Intel›Advisers›Washington›LAKESIDE FINANCIAL INC.

LAKESIDE FINANCIAL INC.

Advisory

WA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account
$382K
across 91 accounts
AUM per adviser
$35M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM
$35M
Discretionary %
97.2%
Clients
35
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$34M
Non-Discretionary AUM$983K
Discretionary %97.2%
Total Clients35
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

VICEROY INVESTMENT ADVISORS LLC
EVERETT, WA
$35M
ADB CAPITAL MANAGEMENT, LLC
WHITE SALMON, WA
$35M
ERA CAPITAL MANAGEMENT LLC
$34M
HOLLO & ASSOCIATES, INC.
KIRKLAND, WA
$36M
0.0% 1Y
BRUESKE ADVISORY SERVICES, LLC
BELLEVUE, WA
$36M
+15.2% 1Y
NR SMITH & ASSOCIATES, P.S.
OLYMPIA, WA
$33M
+13.1% 1Y

Get the full picture on LAKESIDE FINANCIAL INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LAKESIDE FINANCIAL INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans