Lakeshore Securities, L.P.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
34381
Registered since
January 20, 1983

Firm profile

FINTRX

Overview

Lakeshore Securities, L.P. is organized as a partnership and has been SEC-registered since 1983. Public records characterize the owner type as a domestic entity and individual. The firm is listed as "unclassified" in the available snapshot and does not identify itself as a capital allocator. It is not marked as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The source provides no detail about the firm’s advisory activities, client segments, fee schedules, or specific business lines.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mark Gannon

    Mark Gannon

    Chief Compliance OfficerCRD 1826410

Contacts

3 of 30
  • David Downs

    David Downs

    ManagerCRD 4616784

  • John Didonato

    John Didonato

    Registered RepresentativeCRD 2874037

  • William Heinlen

    William Heinlen

    Floor BrokerCRD 2808660

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
401 S La Salle St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth