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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.2% is discretionary and 2.8% is non-discretionary.
The firm reports 1 advisory representatives and 35 clients, or 35 clients per representative. That equates to $994.4K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Lakeside Financial Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RONALD K. CHAN
--
- CRD
- #6157319
- Ownership
- 75% or more
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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
SMA allocation detail is available
Lakeside Financial Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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