Overview
Assets Under Management: $404 million
Headquarters: SAINT CLAIR SHORES, MI
High-Net-Worth Clients: 112
Average Client Assets: $2 million
Frequently Asked Questions
LAKESHORE FINANCIAL PLANNING INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299129), LAKESHORE FINANCIAL PLANNING INC. is subject to fiduciary duty under federal law.
LAKESHORE FINANCIAL PLANNING INC. is headquartered in SAINT CLAIR SHORES, MI.
LAKESHORE FINANCIAL PLANNING INC. serves 112 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, LAKESHORE FINANCIAL PLANNING INC. offers portfolio management for individuals. View all service details ↓
LAKESHORE FINANCIAL PLANNING INC. manages $404 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, LAKESHORE FINANCIAL PLANNING INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,290
Discretionary Accounts: 1,290
Regulatory Filings
CRD Number: 299129
Filing ID: 2026853
Last Filing Date: 2025-11-11 10:52:31
Website: 1