Lakeshore Financial Planning Inc.

EST. AUM
$469,250,841

CONTACTS

CLIENT ACCOUNTS
1,351

Firm Details

Metro area Detroit
CRD Number 299129
Website lakeshorefinancialplanning.com
Client types

Overview

Lakeshore Financial Planning, Inc. is an SEC-registered investment adviser based in Saint Clair Shores, Michigan. The firm provides discretionary portfolio management and incidental financial planning services to individuals, high-net-worth individuals, charitable organizations, and investment clubs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lakeshore Financial Planning Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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