LAKESHORE FINANCIAL PLANNING INC.
SEC Form ADV profile.
Total regulatory AUM
$469,250,841
Discretionary
$469,250,841
Non-discretionary
$0
Firm details
- CRD number
- 299129
- SEC file number
- 801-114302
- Main office
- SAINT CLAIR SHORES, MI, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.