Overview
Assets Under Management: $976 million
Headquarters: CHESTERTON, IN
High-Net-Worth Clients: 370
Average Client Assets: $0.4 million
Frequently Asked Questions
LAKESIDE WEALTH MANAGEMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140271), LAKESIDE WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
LAKESIDE WEALTH MANAGEMENT GROUP, LLC is headquartered in CHESTERTON, IN.
LAKESIDE WEALTH MANAGEMENT GROUP, LLC serves 370 high-net-worth clients according to their SEC filing dated April 03, 2018. View client details ↓
According to their SEC Form ADV, LAKESIDE WEALTH MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
LAKESIDE WEALTH MANAGEMENT GROUP, LLC manages $976 million in client assets according to their SEC filing dated April 03, 2018.
According to their SEC Form ADV, LAKESIDE WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 370
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.91%
Average Client Assets: $0.4 million
Total Client Accounts: 2,192
Discretionary Accounts: 2,114
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 140271
Filing ID: 1206022
Last Filing Date: 2018-04-03 15:30:00