Lakeshore Securities, L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
34381
Registered since
January 20, 1983

Firm profile

FINTRX

Overview

Lakeshore Securities, L.P. is organized as a partnership and is identified as a domestic entity with an individual owner. Publicly available profile data for the firm is sparse: classification is listed as unclassified, and the firm is not identified as a capital allocator. The dataset also indicates the firm does not self-identify as an active ESG investor, is not a multi-state adviser, is not newly formed, is not a pension consultant, and is not listed as a related adviser. The firm has not provided information on its business activities, advisory services, fee structure, or client segmentation in the source dataset. That limited disclosure makes it difficult to characterize its client focus, advisory model, or product mix from these records alone; contacting the firm directly or reviewing any applicable regulatory filings will be necessary to obtain operational and service details.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mark Gannon

    Mark Gannon

    Chief Compliance OfficerCRD 1826410

Contacts

3 of 29
  • Salvatore Lobianco

    Salvatore Lobianco

    Floor BrokerCRD 1193557

  • Kevin Mckee

    Kevin Mckee

    BrokerCRD 1248116

  • Joseph Odonnell

    Joseph Odonnell

    BrokerCRD 1257039

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
401 S La Salle St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth