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LAKESHORE FINANCIAL PLANNING INC.

Tel: 586-498-0788
23201 Jefferson Ave
Saint Clair Shores, Michigan  48080

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LAKESHORE FINANCIAL PLANNING INC.

LAKESHORE FINANCIAL PLANNING INC. is a Saint Clair Shores, Michigan based financial advisory firm with nearly $403,649,716 in assets under management and provides investment advisory services for 1290 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

299129

SEC#:

801-114302

No. of Clients:

1290

Assets under Management

$403,649,716

No. of Advisors:

6

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