LAKESIDE DRIVE MANAGEMENT LLC

677 Harmon Street
Birmingham, Michigan 48009
Tel: 248-939-3877

About LAKESIDE DRIVE MANAGEMENT LLC

LAKESIDE DRIVE MANAGEMENT LLC, formally registered with the SEC as LAKESIDE DRIVE MANAGEMENT LLC. The firm was established in 04/08/2022. They have over 1 offices throughout the country.

LAKESIDE DRIVE MANAGEMENT LLC is a Birmingham, Michigan based Financial Planning firm with nearly $274,988,274 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306808
SEC#	801-123672
Assets Managed by Firm	$274,988,274
No. of Clients	14
No. of Advisors	1

Fee Structure

Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$274,988,274

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