LAKESIDE ADVISORS INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $412.2M |
| Discretionary | $401.2M97% of AUM |
| Non-Discretionary | $11.1M |
| Client Accounts | 517 |
| Avg Account Size | $797K |
| Employees | 4 |
| Peak AUM | $412.2MApr 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $412M | +7.0% | +5.9% | +4.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $412.2M |
| Discretionary | $401.2M |
| Employees | 4 |
| Client Accounts | 517 |
| Client Range | 101-250 |
Contact & Location
Address
1115 EAST DENNY WAY
SEATTLE WA 98122-2427
Phone
206-285-1730
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$401M
97.3% of AUM
Non-Discretionary
$11M
2.7% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported