Lakeshore Financial Planning Inc.
Firm details
- Headquarters
- Saint Clair Shores, Michigan
- CRD number
- 299129
- Registered since
- November 19, 2018
- Custodians
- RAYMOND JAMES TRUST COMPANY OF NEW HAMPSHIRE, RAYMOND JAMES & ASSOCIATES, INC., AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.23%
- Individuals27.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lakeshore Financial Planning Inc. is an independent, SEC-registered registered investment adviser that provides fee-based portfolio management aimed at individual and family clients. The firm operates on a percentage-of-AUM fee model and focuses on managing portfolios for individuals and small businesses rather than acting as a capital allocator or pension consultant. It is structured as a corporation owned by an individual and has been SEC-registered since 2018. The firm does not identify as an active ESG investor and does not report multi-state advisory operations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
- US Government Bonds2%
Contacts
3 of 3Richard Davenport
Vice PresidentCRD 3026532
Jeffrey Brayton
Senior Financial AdvisorCRD 2356995
Mark Romin
Senior Financial AdvisorCRD 4778614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$319M in ETFs
73%
$233M
27%
$86.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $60.4M | 80,686 | 18.94% |
Location
Saint Clair Shores, MI
Macomb
Location
Saint Clair Shores, MI
Headquartered in Saint Clair Shores, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Macomb
- Address
- 23201 Jefferson Ave
- Time zone
- ET (UTC-5)
- Office locations
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