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FIRM PROFILE
Overview
LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC is located at 50 South 6th St. Suite 1460, Minneapolis, MN 55402. LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC Comes From
Understanding the Statistics for LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
50 South 6th St. Suite 1460, Minneapolis, MN 55402
(612) 243-4400
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Advisor's working at LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC
Roman Auerbach
Phillip Bruce Smith III
Jeffrey Michael Kropp
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