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Building 2LAKESHORE FINANCIAL PLANNING INC.

Map pinSAINT CLAIR SHORES, MI
Phone586-498-0788
NotebookSEC #801-114302
Total AUM
$469.3M
Employees
5
Clients
491

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23201 JEFFERSON AVE
SAINT CLAIR SHORES
MI 48080
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
586-498-0788
Other Offices
1

ReceiptFinancials

Total AUM
$469.3M
Accounts
1,351
Discretionary
$469.3M
Accounts
1,351
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
346
AUM
$130.3M
HNW Individual Clients
145
AUM
$339M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMAMINHOHSCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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