Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

LAKESHORE FINANCIAL PLANNING INC.

dba LAKESHORE FINANCIAL PLANNING INC. · CRD 299129 · Registered Investment Adviser

LAKESHORE FINANCIAL PLANNING INC. is a Registered Investment Adviser headquartered in SAINT CLAIR SHORES, MI. The firm reports $469,250,841 in regulatory assets under management across 1,351 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$469,250,841
Non-discretionary$0
Total RAUM$469,250,841
Accounts1,351

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 299129. adviserinfo.sec.gov/firm/summary/299129.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.