LAKESHORE FINANCIAL PLANNING INC.

23201 Jefferson Ave
Saint Clair Shores, Michigan 48080
Tel: 586-498-0788

About LAKESHORE FINANCIAL PLANNING INC.

LAKESHORE FINANCIAL PLANNING INC, formally registered with the SEC as LAKESHORE FINANCIAL PLANNING INC. The firm was established in 11/19/2018. They have over 2 offices throughout the country.

LAKESHORE FINANCIAL PLANNING INC. is a Saint Clair Shores, Michigan based Financial Planning firm with nearly $403,649,716 assets under management, offering retirement planning & investment advisory services to 1290 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299129
SEC#	801-114302
Assets Managed by Firm	$403,649,716
No. of Clients	1290
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1290	$403,649,716
Individuals (other than high net worth individuals)	361	$129,116,500
High net worth individuals	112	$274,533,216

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