Lakeside Wealth Management (Now CAPTRUST)
www.captrust.comLakeside Wealth Management joined CAPTRUST in 2020. CAPTRUST’s Chesterton-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, and families.
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Lakeside Wealth Management joined CAPTRUST in 2020. CAPTRUST’s Chesterton-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, and families.
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Country
State
Indiana
Industry
Employees
11-50
Founded
2004
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Chief Investment Officer and Chief Operating Officer
Email ****** @****.comPhone (***) ****-****Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Chief Operations Officer
Email ****** @****.comPhone (***) ****-****Director of Compliance
Email ****** @****.comPhone (***) ****-****
Technologies
(47)
