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 focused on delivering financial planning and portfolio management primarily to individuals and families. The firm is SEC-registered (registered in 2023) and is organized as a corporation with individual ownership. Its advisory work covers financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Fee arrangements include percentage-of-AUM and fixed-fee structures. Lakeshore reports being an active ESG investor and lists an industry affiliation with an accountant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$98.3M in ETFs
74%
$72.6M
6%
$25.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY GARP ETF (GARP) | BlackRock | $19.2M | 225,520 | 19.56% |
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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