LAKESIDE ADVISORS INC

LAKESIDE ADVISORS INC of SEATTLE, WA is an SEC-registered investment adviser (CRD 104540). Regulatory assets under management: $412.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (9)

NameRoleLocation
Robert Everett FreyPRESIDENT / CHIEF COMPLIANCE OFFICER / TREASURER
Kristi Ann MandtVICE PRESIDENT / SECRETARY
Miki Okamoto-SwansonVICE PRESIDENT
FREY ROBERT EVERETTPRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER / TREASURER
HIGHTOWER SHELLEY ELIZABETHVICE PRESIDENT
ANCICH JOHN MARKVICE PRESIDENT
MANDT KRISTI ANNVICE PRESIDENT; VICE PRESIDENT / SECRETARY
MILLIKIN KURTIS ALANVICE PRESIDENT
OKAMOTO-SWANSON MIKIVICE PRESIDENT

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