LAKESHORE CAPITAL GROUP, INC.
Firm details
- Headquarters
- ROLLING MEADOWS, Illinois
- CRD number
- 325609
- Registered since
- May 3, 2023
- Website
- thelakeshorecapitalgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.69%
- Individuals46.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lakeshore Capital Group, Inc. is an independent registered investment adviser formed as a corporation and registered with the SEC in 2023. The firm is individually owned and focuses on serving individual and family clients. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Compensation is charged as a percentage of assets under management and via fixed fees. The firm reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities32%
- Cash & Cash Equivalents2%
Contacts
3 of 3BRIAN MALIZIA
PresidentCRD 5167321
Christopher Barberini
Director of Wealth ManagementCRD 5969705
ALEXANDER ARELLANO
Director of Tax and Financial PlanningCRD 2765640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$69.4M in ETFs
82%
$56.8M
7%
$12.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $14M | 21,397 | 20.13% |
Location
ROLLING MEADOWS, IL
COOK
Location
ROLLING MEADOWS, IL
Headquartered in ROLLING MEADOWS, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1811 Hicks Rd
- Time zone
- CT (UTC-6)
- Office locations
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