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Lakeside Financial Planning, LLC

Lakeside Financial Planning, LLC. CRD 170716

Lakeside Financial Planning, LLC logo

CRD: 170716

Lakeside Financial Planning, LLC

Windham, NH
7818381301
lakesidefinancialplan.com
$64.0M Total AUM
$64.0M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail
Platforms
AlphaPrime +more
Established Date
04-01-2014
Office Locations
1

Office Locations

-- Windham NH

About Lakeside Financial Planning, LLC

Lakeside Financial Planning, LLC is a fee-only financial planning firm serving individuals and families from Windham, NH and Burlington, MA. CFP-led, it provides comprehensive retirement, investment, tax, estate, insurance, and cash-flow/debt planning with objective, unbiased recommendations and no insurance product sales. Client portfolios are built primarily with ETFs and public funds, with custody support including Altruist.

Team overview

41 AVG AGE
$64.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

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Client Personas

Vital element

Custodian

Ridge capital Element pioneer Horizon Matrix value

Investment Themes

Momentum Beacon delta Alpha capital

Investment Vehicles

Vertex

Services

Signal Delta foundation Delta Zenith wave Catalyst Horizon

Technology

Horizon Fusion Legacy pathway Alpha Insight

Owner & Executives

JARED T HOOLE

JARED T HOOLE

Certified Financial Planner, Chief Compliance Officer, Managing Member

CRD
#4640148
Ownership
75% or more
(934) 938-6022
quantum.ridge@summitcapital.com
in linkedin.com/in/fusion-matrix

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $63,996,797 --
Non-Discretionary $0 --
Total $63,996,797 --

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Separately Managed Accounts

Total SMA Asset: $63,996,797

$64.0M Total SMA
Equity - Exchange:
19.0%
Public Funds:
27.7%
Cash:
27.4%
U.S. Government/Agency:
25.9%
Asset class Assets Assets %
Equity - Exchange $418,535,885 19.0%
Public Funds $610,181,264 27.7%
Cash $603,572,803 27.4%
U.S. Government/Agency $570,530,497 25.9%
Total $2,202,820,449 100.0%

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