LAKESHORE CAPITAL GROUP, INC.

1811 Hicks Road
Rolling Meadows, Illinois 60008
Tel: 847-701-0400

About LAKESHORE CAPITAL GROUP, INC.

LAKESHORE CAPITAL GROUP, INC, formally registered with the SEC as LAKESHORE CAPITAL GROUP, INC. The firm was established in 05/03/2023. They have over 1 offices throughout the country.

LAKESHORE CAPITAL GROUP, INC. is a Rolling Meadows, Illinois based Financial Planning firm with nearly $153,199,620 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325609
SEC#	801-127919
Assets Managed by Firm	$153,199,620
No. of Clients	600
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	600	$153,199,620
Individuals (other than high net worth individuals)	225	$74,914,238
High net worth individuals	39	$78,285,382

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