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| Lakeshore Financial Planning Inc
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|---|---|
| CRD # | 299129 |
| SEC # | 801-114302 |
| CIK # | 0002000571 |
| AUM | $469.3 M (2026-02-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 586-498-0788 |
| Address | 23201 Jefferson Ave Saint Clair Shores, MI 48080 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.9 | ||
| Microsoft Corp | 7.9 | ||
| J P Morgan Chase & Co | 3.7 | ||
| Social Capital Hedosophia Holdings Corp V | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Fifth Third Bancorp | 1.1 | ||
| DTE Energy Co | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 130.3 |
| (b) Individuals (high net worth individuals) | 145 | 339.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,351 | 469.3 |
| By Discretionary | ||
| Discretionary | 1,351 | 469.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,351 | 469.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 469.3 | |
| Total | 1,351 | 469.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002000571] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BCP Advisors LLC
✚
|
FL | 0.5 |
|
Encompass Wealth Advisors LLC
✚
|
OR | 0.5 |
|
Zimmerman Wealth Management LLC
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|
IL | 0.5 |
|
Keel Wealth Management LLC
✚
|
0.5 | |
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.5 |
|
Thirtynorth Investments LLC
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|
LA | 0.5 |
|
Z3 Capital Partners LLC
✚
|
VA | 0.5 |
|
Fellowship Financial Planning LLC
✚
|
WA | 0.5 |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.5 |
|
Cypress Capital Partners LLC
✚
|
IL | 0.5 |