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Brian Joseph Malizia

LAKESHORE CAPITAL GROUP, INC.·ROLLING MEADOWS, Illinois
Unclaimed Profile
1811 HICKS ROAD, ROLLING MEADOWS, IL 60008CRD# 5167321Firm CRD# 325609
01

About

Brian Joseph Malizia is a registered financial advisor based in ROLLING MEADOWS, Illinois, affiliated with LAKESHORE CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LAKESHORE CAPITAL GROUP, INC.
LAKESHORE CAPITAL GROUP, INC.
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LAKESHORE CAPITAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5167321
Firm CRD# 325609
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Joseph Malizia offer?
Brian Joseph Malizia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROLLING MEADOWS, Illinois for a consultation.
What are Brian Joseph Malizia's credentials?
Brian Joseph Malizia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Joseph Malizia located?
Brian Joseph Malizia is based in ROLLING MEADOWS, Illinois, working with LAKESHORE CAPITAL GROUP, INC.. Their office serves clients in the ROLLING MEADOWS metropolitan area and surrounding communities.
How does Brian Joseph Malizia charge for services?
Brian Joseph Malizia's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKESHORE CAPITAL GROUP, INC.?
LAKESHORE CAPITAL GROUP, INC. has approximately 3 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROLLING MEADOWS
Iii Benjamin Baldwin — RESPONSIVE FINANCIAL GROUP, INC.John Joseph Caraher — GALLAGHER FIDUCIARY ADVISORS, LLCJack Henry Lazzaro — GALLAGHER FIDUCIARY ADVISORS, LLCPaul Francis Wasikowski — GALLAGHER FIDUCIARY ADVISORS, LLCNicolas Ettore Medina — GALLAGHER FIDUCIARY ADVISORS, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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