Lakeshore Financial Planning Inc.
Lakeshore Financial Planning Inc. is an SEC-registered mass-market adviser in Saint Clair Shores, MI with $469.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Lakeshore Financial Planning Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299129, SEC 801-114302, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $469.3M (2026-02-11)
- Firm type
- Mass-Market Adviser
- Location
- Saint Clair Shores, MI
- Employees
- 5
- Clients
- 491
- CRD
- 299129
- Ownership
- JOHNSON, PATRICIA, ANN; BRAYTON, JEFFREY, FRANCIS; DAVENPORT, RICHARD, JOHN; ROMIN, MARK, EDWARD; RANGSTROM, SARAH
How much AUM does Lakeshore Financial Planning Inc. have?
Lakeshore Financial Planning Inc. reported $469.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Lakeshore Financial Planning Inc.?
Disclosed owners and executives of Lakeshore Financial Planning Inc. include JOHNSON, PATRICIA, ANN, BRAYTON, JEFFREY, FRANCIS, DAVENPORT, RICHARD, JOHN, ROMIN, MARK, EDWARD, RANGSTROM, SARAH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.