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| Happy Holidays!! thanks for using AUM13F!! |
| Lakeshore Financial Planning Inc
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| CRD # | 299129 |
| SEC # | 801-114302 |
| CIK # | 0002000571 |
| AUM | $403.6 M (2025-07-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 586-498-0788 |
| Address | 23201 Jefferson Ave Saint Clair Shores, MI 48080 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002000571 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.9 | ||
| Apple Inc | 8.0 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Dragoneer Growth Opportunities Corp | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| Coca Cola Co | 0.8 | ||
| DTE Energy Co | 0.8 | ||
| Southern Co | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| McDonalds Corp | 0.7 | ||
| Social Capital Hedosophia Holdings Corp V | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 361 | 129.1 |
| (b) Individuals (high net worth individuals) | 112 | 274.5 |
| (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 | 1,290 | 403.6 |
| By Discretionary | ||
| Discretionary | 1,290 | 403.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,290 | 403.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.6 | |
| Total | 1,290 | 403.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002000571] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Columbus Investment Advisory Inc
✚
|
OH | 0.4 |
|
Members Advisory Group LLC
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|
NY | 0.4 |
|
HRC Wealth Management LLC
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ID | 0.4 |
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Fruth Investment Management
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TX | 0.4 |
|
Zanetti Financial LLC
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|
NM | 0.4 |
|
Garner Asset Management Corporation
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|
0.4 | |
|
Client 1st Advisory Group LLC
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|
FL | 0.4 |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.4 |
|
Fischer Investment Group Inc
✚
|
NY | 0.4 |
|
IFC Personal Money Managers Inc
✚
|
NY | 0.4 |