Lakeside Advisors Inc
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 104540
- SEC number
- 801-21230
- Firm type
- RIA
- Assets under management
- $412.2M as of Apr 14, 2026
- Website
- www.lakesideadvisors.com ↗
- Phone
- 206-285-1730
- Address
- 1115 East Denny Way, Seattle, WA, 98122-2427
Advisors at this firm
3 in our index · page 1 of 1
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Robert Everett FreyCRD 214260 · Seattle, WAIA RegisteredRegistration inactive
-
Kristi Ann MandtCRD 1095765 · Seattle, WAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Miki Okamoto-SwansonCRD 5870077 · Seattle, WAIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 104540 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.