677 Harmon Street
Birmingham, Michigan 48009
Tel: 248-939-3877
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 14 | $274,988,274 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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