Investment adviser · CRD 299129
LAKESHORE FINANCIAL PLANNING INC.
Investment adviser filing (IA)
SAINT CLAIR SHORES, MI, United States · Form ADV filed Feb 11, 2026
- Regulatory AUM
- $469M Form ADV · Item 5.F
- Client accounts
- 1,351 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 145 | $338,956,324 | 72.2% |
| Individuals | 346 | $130,294,517 | 27.8% |
Filing source
Form ADV 2052693 · Feb 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
23201 JEFFERSON AVESAINT CLAIR SHORES, MI, 48080, United States
CRD 299129
Filing source
Form ADV 2052693 · Feb 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.