SEC Form ADV

LAKESHORE FINANCIAL PLANNING INC.

Firm profile: Lakeshore Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMI

$469.3M

Assets Under Management

1,351

Total Clients

Employees

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Registration Details

Accession: CRD-299129
Location: SAINT CLAIR SHORES, MI
Filing Date: February 11, 2026
AUM: $469.3M
Total Clients: 1,351
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

LAKESHORE FINANCIAL PLANNING INC. is a registered investment adviser headquartered in SAINT CLAIR SHORES, MI, managing approximately $469.3M in assets across 1,351 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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