1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LAKESHORE CAPITAL GROUP, INC.

Map pinROLLING MEADOWS, IL
Phone847-701-0400
NotebookSEC #801-127919
Total AUM
$181.5M
Employees
3
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1811 HICKS ROAD
ROLLING MEADOWS
IL 60008
United States
Operating Hours
8:30 AM TO 4:00 PM CST
Monday - Friday
Phone
847-701-0400

ReceiptFinancials

Total AUM
$181.5M
Accounts
637
Discretionary
$172.1M
Accounts
599
Non-Discretionary
$9.3M
Accounts
38

ContactClients

View more in analytics →

Individual Clients
181
AUM
$84M
HNW Individual Clients
49
AUM
$97.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTXWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account