LAKESIDE ADVISORS INC
CRD #104540 SEC #801-21230 SEATTLE, WA 206-285-1730
SEC Registered
Total AUM
$385.3M
Discretionary
$374.7M
Employees
4
Clients
101
Accounts
536
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $385.3M | $374.7M | $10.5M | 4 | 0 |
| Apr 2024 | $375.7M | $364.7M | $10.9M | 4 | 0 |
| Apr 2023 | $346.9M | $337.3M | $9.6M | 4 | 0 |
| Apr 2022 | $380.4M | $369.4M | $11M | 4 | 0 |
| Apr 2021 | $335.7M | $326.1M | $9.7M | 4 | 0 |
| Dec 2020 | $269.9M | $262.1M | $7.8M | 4 | 0 |
| Jun 2020 | $269.9M | $262.1M | $7.8M | 4 | 0 |
| Jun 2020 | $269.9M | $262.1M | $7.8M | 4 | 0 |
| Apr 2020 | $269.9M | $262.1M | $7.8M | 4 | 0 |
| Apr 2019 | $253.2M | $245.4M | $7.8M | 4 | 214 |
| Apr 2018 | $277.9M | $265.6M | $12.3M | 4 | 214 |
| Apr 2017 | $243.9M | $234.4M | $9.5M | 5 | 200 |
| Apr 2016 | $219.7M | $219.7M | $0 | 5 | 200 |
| Apr 2015 | $216M | $216M | $0 | 5 | 200 |
| Apr 2014 | $210.4M | $210.4M | $0 | 4 | 200 |
| Apr 2013 | $190.5M | $190.5M | $0 | 4 | 200 |
| Mar 2012 | $185.6M | $185.6M | $0 | 1 | 200 |
| Apr 2011 | $183.4M | $183.4M | $0 | 5 | -- |
| Apr 2010 | $169.5M | $169.5M | $0 | 5 | -- |
| Apr 2009 | $135.4M | $135.4M | $0 | 5 | -- |
| Aug 2007 | $156.8M | $156.1M | $636K | 5 | -- |
| Apr 2007 | $156.1M | $156.1M | $0 | 5 | -- |
| Jun 2005 | $90.6M | $90.6M | $0 | 5 | -- |
| Apr 2004 | $74.2M | $74.2M | $0 | 5 | -- |
| Oct 2003 | $57.2M | $57.2M | $0 | 5 | -- |
DateApr 2025
Total AUM$385.3M
Discretionary$374.7M
Non-Disc.$10.5M
Employees4
Clients0
DateApr 2024
Total AUM$375.7M
Discretionary$364.7M
Non-Disc.$10.9M
Employees4
Clients0
DateApr 2023
Total AUM$346.9M
Discretionary$337.3M
Non-Disc.$9.6M
Employees4
Clients0
DateApr 2022
Total AUM$380.4M
Discretionary$369.4M
Non-Disc.$11M
Employees4
Clients0
DateApr 2021
Total AUM$335.7M
Discretionary$326.1M
Non-Disc.$9.7M
Employees4
Clients0
DateDec 2020
Total AUM$269.9M
Discretionary$262.1M
Non-Disc.$7.8M
Employees4
Clients0
DateJun 2020
Total AUM$269.9M
Discretionary$262.1M
Non-Disc.$7.8M
Employees4
Clients0
DateJun 2020
Total AUM$269.9M
Discretionary$262.1M
Non-Disc.$7.8M
Employees4
Clients0
DateApr 2020
Total AUM$269.9M
Discretionary$262.1M
Non-Disc.$7.8M
Employees4
Clients0
DateApr 2019
Total AUM$253.2M
Discretionary$245.4M
Non-Disc.$7.8M
Employees4
Clients214
DateApr 2018
Total AUM$277.9M
Discretionary$265.6M
Non-Disc.$12.3M
Employees4
Clients214
DateApr 2017
Total AUM$243.9M
Discretionary$234.4M
Non-Disc.$9.5M
Employees5
Clients200
DateApr 2016
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees5
Clients200
DateApr 2015
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees5
Clients200
DateApr 2014
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees4
Clients200
DateApr 2013
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$183.4M
Discretionary$183.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$169.5M
Discretionary$169.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$156.8M
Discretionary$156.1M
Non-Disc.$636K
Employees5
Clients--
DateApr 2007
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees5
Clients--