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LAKESHORE CAPITAL GROUP, INC.
LAKESHORE CAPITAL GROUP, INC.
ROLLING MEADOWS, Illinois
·
1 registered advisor
·
CRD# 325609
SEC# 801-127919
0
847-701-0400
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LAKESHORE CAPITAL GROUP, INC.
1 registered advisor
Brian Joseph Malizia
ROLLING MEADOWS, Illinois
CRD# 5167321
05
Office Locations
ROLLING MEADOWS, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. LAKESHORE CAPITAL GROUP, INC. (CRD# 325609) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.