LAKESIDE FINANCIAL INC.

LAKESIDE FINANCIAL INC. is an SEC-registered investment adviser (CRD 213517). Regulatory assets under management: $34.8M.

Registration

• CRD: 213517
• Type: Registered investment adviser
• Phone: 12063212800
• Latest filing: 2026-04-01
• Regulatory AUM: $34.8M
• Discretionary AUM: $33.8M
• Non-discretionary AUM: $983K
• Clients: 1
• Accounts: 91

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 213517 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search