Data / Investment advisers / Michigan / Lakeshore Financial Planning Inc.
Lakeshore Financial Planning Inc., Saint Clair Shores, MI: $469 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lakeshore Financial Planning Inc. is an SEC registered investment adviser with its main office in Saint Clair Shores, Michigan and reports $469 million in regulatory assets under management in its Form ADV filed October 26, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Lakeshore Financial Planning Inc. (CRD number 299129): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 299129
- SEC file number
- 801-114302
- SEC status
- Approved, effective November 19, 2018
- Main office
- 23201 Jefferson Ave, Saint Clair Shores, MI 48080
- Phone
- (586) 498-0788
- Website
- lakeshorefinancialplanning.com
- Regulatory AUM
- $469,250,841 in the Form ADV filed October 26, 2026
- Discretionary AUM
- $469,250,841
- Accounts
- 1,351
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $339 million |
| Individuals (other than high net worth individuals) | 346 | $130.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $469.3 million | February 11, 2026 |
| December 1, 2025 | $403.6 million | November 11, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| MKD Wealth | Troy | $505.7 million | Not listed | adviserinfo.sec.gov |
| Greystone Financial Group, LLC | Bloomfield Hills | $494.9 million | Not listed | adviserinfo.sec.gov |
| Hungerford Financial LLC | Grand Rapids | $492.1 million | Not listed | adviserinfo.sec.gov |
| SS&H Financial Advisors, Inc. | Troy | $482.2 million | Not listed | adviserinfo.sec.gov |
| Straight Path Wealth Management | Jenison | $472.5 million | Not listed | adviserinfo.sec.gov |
| Bloomfield Capital Holdings, LLC | Birmingham | $465.7 million | 5 | adviserinfo.sec.gov |
| Miller Financial Services LLC | Marshall | $462.9 million | Not listed | adviserinfo.sec.gov |
| Gainplan LLC | Bloomfield Hills | $461.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Lakeshore Financial Planning Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.