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Home > Retirement Planners > illinois > rolling meadows > LAKESHORE CAPITAL GROUP, INC.
LAKESHORE CAPITAL GROUP, INC.
1811 Hicks Road
Rolling Meadows, Illinois 60008
Tel: 847-701-0400
About LAKESHORE CAPITAL GROUP, INC.
LAKESHORE CAPITAL GROUP, INC, formally registered with the SEC as LAKESHORE CAPITAL GROUP, INC. The firm was established in 05/03/2023. They have over 1 offices throughout the country.
LAKESHORE CAPITAL GROUP, INC. is a Rolling Meadows, Illinois based Financial Planning firm with nearly $153,199,620 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325609 |
| SEC# | 801-127919 |
| Assets Managed by Firm | $153,199,620 |
| No. of Clients | 600 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 600 | $153,199,620 |
| Individuals (other than high net worth individuals) | 225 | $74,914,238 |
| High net worth individuals | 39 | $78,285,382 |
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