LAKESHORE FINANCIAL PLANNING INC.
CRD #299129 SEC #801-114302 SAINT CLAIR SHORES, MI 586-498-0788
SEC Registered
Total AUM
$403.6M
Discretionary
$403.6M
Employees
6
Clients
--
Accounts
1,290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $403.6M | $403.6M | $0 | 6 | 0 |
| Jul 2025 | $403.6M | $403.6M | $0 | 6 | 0 |
| Feb 2025 | $403.6M | $403.6M | $0 | 6 | 0 |
| Mar 2024 | $354.2M | $354.2M | $0 | 6 | 0 |
| Oct 2023 | $313.8M | $313.8M | $0 | 6 | 0 |
| Feb 2023 | $313.8M | $313.8M | $0 | 6 | 0 |
| Dec 2022 | $355.1M | $355.1M | $0 | 7 | 0 |
| Mar 2022 | $355.1M | $355.1M | $0 | 7 | 0 |
| Sep 2021 | $288.9M | $288.9M | $0 | 6 | 0 |
| Feb 2021 | $288.9M | $288.9M | $0 | 6 | 0 |
| Jul 2020 | $246.8M | $246.8M | $0 | 6 | 0 |
| Jun 2020 | $246.8M | $246.8M | $0 | 6 | 0 |
| Mar 2020 | $246.8M | $246.8M | $0 | 6 | 0 |
| Aug 2019 | $215M | $215M | $0 | 6 | 0 |
| Jul 2019 | $215M | $215M | $0 | 6 | 0 |
| Mar 2019 | $215M | $215M | $0 | 6 | 0 |
DateNov 2025
Total AUM$403.6M
Discretionary$403.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$403.6M
Discretionary$403.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$403.6M
Discretionary$403.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$355.1M
Discretionary$355.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$355.1M
Discretionary$355.1M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$288.9M
Discretionary$288.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$288.9M
Discretionary$288.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees6
Clients0