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LAKESHORE CAPITAL GROUP, INC.

CRD 325609 · SEC 801-127919

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1811 HICKS ROAD, ROLLING MEADOWS, IL, 60008, United States

Phone

847-701-0400

Fax

847-701-0132

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$181.5M

Discretionary AUM

$172.1M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-01-21

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals181$84.0M
High net worth individuals49$97.4M

States served

IL, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD