SAINT CLAIR SHORES, MICRD 299129Latest ADV February 11, 2026
Lakeshore Financial Planning Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Saint Clair Shores, MI. Its latest Form ADV filing, dated February 11, 2026, reports $469M in regulatory assets under management, 5 employees, 1 office, and 1,351 accounts.
Assets Under Management
$469M
Employees
5
Offices
1 office
Total Clients
491
Primary office
SAINT CLAIR SHORES, MI
23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
346
2
HNWI
29.5%
145
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$469Mas of February 11, 2026
Discretionary100.0%
$469M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$469M
Total Accounts1,351
10Y AUM Change+$469M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee98:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.