Lakeshore Financial Planning Inc.
Firm details
- Headquarters
- Saint Clair Shores, Michigan
- CRD number
- 299129
- Registered since
- November 19, 2018
- Custodians
- RAYMOND JAMES TRUST COMPANY OF NEW HAMPSHIRE, RAYMOND JAMES & ASSOCIATES, INC., AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.23%
- Individuals27.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lakeshore Financial Planning Inc. is an independent registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is SEC-registered and registered with the agency in 2018. Ownership is held by an individual and the business charges clients on a percentage-of-AUM fee model. Lakeshore’s client base is primarily individual and family households; it does not position itself as an ESG-focused manager, a pension consultant, or a multi-state adviser.
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 Funds83%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$326M in ETFs
72%
$236M
27%
$90.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $61.6M | 80,386 | 18.86% |
Location
Saint Clair Shores, MI
Macomb
Location
Saint Clair Shores, MI
Headquartered in Saint Clair Shores, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Macomb
- Address
- 23201 Jefferson Ave
- Time zone
- ET (UTC-5)
- Office locations
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