Lakeshore Securities, L.P.

Broker-DealerFINRA MemberEst. 1983
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 has been SEC-registered since 1983. Ownership is listed as a mix of a domestic entity and an individual. The firm is categorized as “unclassified” in the available dataset and identifies itself as not being a capital allocator. It does not report using ESG-driven investment practices, is not registered as a multi-state adviser, and is not newly formed. The firm also indicates it does not act as a pension consultant and is not recorded as a related adviser.

Assets & Accounts

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

Unlock 26 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth