$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
5 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
-- Macungie PA
About Lakeside Planning
Lakeside Planning is a Pennsylvania-based RIA serving high-achieving professionals, helping align wealth with personal purpose through holistic planning. The firm integrates tax planning, investment management, and guidance on major life decisions, with portfolio construction and risk-managed asset allocation. Supports accounts held at custodians such as Schwab and Betterment.
Team overview
-- AVG AGE
$11.4M AVG AUM / ADVISOR
$878.3K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Legacy legacy Bridge pathway Quantum harbor
Custodian
Fusion radial Eagle Eagle unison Insight bridge Crest
Investment Themes
Catalyst fusion Insight Ridge prime
Investment Vehicles
Atlas
Services
Timber zenith Optima vector Catalyst element Eagle radial Fusion Summit
Owner & Executives
A
Andrew John Mickley
FOUNDER, Owner
- CRD
- #6768020
- Ownership
- 75% or more
(380) 627-4682
pioneer.fusion@timbercapital.com
in linkedin.com/in/harbor-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,417,631 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,417,631 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,417,631
Equity - Exchange:
14.3% Public Funds:
35.7% Cash:
50.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,107,732,704 | 14.3% |
| Public Funds | $2,765,458,570 | 35.7% |
| Cash | $3,873,191,274 | 50.0% |
| Total | $7,746,382,548 | 100.0% |