Overview
Assets Under Management: $404 million
Headquarters: SAINT CLAIR SHORES, MI
High-Net-Worth Clients: 3
Average Client Assets: $43 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.99
Average High-Net-Worth Client Assets: $43 million
Total Client Accounts: 1,290
Discretionary Accounts: 1,290
Regulatory Filings
CRD Number: 299129
Filing ID: 2005383
Last Filing Date: 2025-07-25 10:49:00
Website: https://lakeshorefinancialplanning.com