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LAKESHORE FINANCIAL PLANNING INC.
CRD 299129 · SEC 801-114302
23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI, 48080, United States
Phone
586-498-0788
Fax
586-498-7580
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$469.3M
Discretionary AUM
$469.3M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 346 | $130.3M |
| High net worth individuals | 145 | $339.0M |
States served
AZ, CA, IL, MA, MI, OH, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD