Falists
← Back to search

LAKESIDE FINANCIAL INC.

CRD 213517

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$34.8M

Discretionary AUM

$33.8M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Financial planningPortfolio management (individuals)MANAGEMENT CONSULTING (NON-INVESTMENT)

Client types

TypeClientsAUM
Individuals29$9.7M
High net worth individuals6$25.1M

Official SEC filing: View on IAPD