LAKESHORE FINANCIAL PLANNING INC.
Tel: 586-498-0788 23201 Jefferson Ave Saint Clair Shores, Michigan 48080
About LAKESHORE FINANCIAL PLANNING INC.
LAKESHORE FINANCIAL PLANNING INC. is a Saint Clair Shores, Michigan based financial advisory firm with nearly $403,649,716 in assets under management and provides investment advisory services for 1290 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
299129
Firm SEC#:
801-114302
Assets Under Management:
$403,649,716
No. of Clients:
1290
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Michigan?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in Michigan, Saint Clair Shores
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM