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 a corporation registered as an SEC adviser in 2018 and owned by an individual. The firm serves individual and family clients (including small-business portfolios) and delivers portfolio management on a fee basis tied to assets under management. Its ADV indicates a primarily discretionary approach to client accounts. Lakeshore is not identified as a capital allocator or an active ESG investor and does not report multi-state adviser status.
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 39Active vs passive
$285M in ETFs
69%
$197M
31%
$88M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $45.8M | 70,186 | 16.10% |
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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