L
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bitgo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-17-2015
- Office Locations
- 1
Office Locations
4040 Civic Center Drive Suite 200 SAN Rafael CA
About Lakeside North Capital Advisors, LLC
Lakeside North Capital Advisors, LLC is a retail RIA in Sonoma, CA, led by CIO Mark Allan Anderson. The firm focuses on portfolio construction and asset allocation, with exposure to digital assets/cryptocurrency alongside fixed income, real estate, mutual funds, annuities, and private placements. Custody is noted with BitGo.
Team overview
58 AVG AGE
$1.9M AVG AUM / ADVISOR
$134.7K AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MARK ALLAN ANDERSON
Chief Investment Officer, Managing Director
- CRD
- #1807476
- 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 | $1,885,580 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,885,580 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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