L
$34.8M Total AUM
$33.8M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-2015
- Office Locations
- 1
Office Locations
-- Kirkland WA
About Lakeside Financial Inc.
Lakeside Financial Inc. (Kirkland, WA) provides investment management alongside insurance and financial planning, with a plan-first approach to retirement readiness. Its structured guidance processes (e.g., “7 Steps Toward a Successful Retirement”) are geared to professionals and small business owners age 45+ and also support younger families and emerging entrepreneurs. Public filings indicate portfolios are predominantly ETF-based and custodied at Schwab.
Team overview
-- AVG AGE
$34.8M AVG AUM / ADVISOR
$994.4K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RONALD K. CHAN
--
- CRD
- #6157319
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,820,108 | -- |
| Non-Discretionary | $983,247 | -- |
| Total | $34,803,355 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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