Dakota
Dakota
Book a Demo
Talk to an Expert

Lakeside Advisors

EST. AUM
$412,236,024

CONTACTS
3

CLIENT ACCOUNTS
517

Firm Details

Metro area Seattle
CRD Number 104540
Website lakesideadvisors.com
Client types

Overview

Lakeside Advisors, Inc., an investment adviser registered with the Securities and Exchange Commission, and incorporated on January 30, 1984. It was established by Robert E. Frey, CFP to assist individuals with every aspect of financial planning. While the client base expanded to include pension and profit sharing plans, trusts, and corporations, the firm primarily counsels individuals. Counseling entails retirement plans, college savings, insurance coverage, tax and estate planning. Lakeside Advisors also manages full discretion accounts and provides advice for limited discretion accounts.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy