LAKESHORE CAPITAL GROUP, INC.
CRD #325609 SEC #801-127919 ROLLING MEADOWS, IL 847-701-0400
SEC Registered
Total AUM
$153.2M
Discretionary
$143.8M
Employees
3
Clients
1
Accounts
600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $153.2M | $143.8M | $9.4M | 3 | 0 |
| May 2025 | $153.2M | $143.8M | $9.4M | 3 | 0 |
| Mar 2025 | $153.2M | $143.8M | $9.4M | 3 | 0 |
| Feb 2025 | $153.2M | $143.8M | $9.4M | 3 | 0 |
| Jan 2024 | $124M | $113.9M | $10.1M | 3 | 0 |
| Nov 2023 | $114.7M | $105.7M | $9M | 4 | 0 |
| Jul 2023 | $114.7M | $105.7M | $9M | 4 | 0 |
| May 2023 | $0 | $0 | $0 | 4 | 0 |
| Apr 2023 | $0 | $0 | $0 | 4 | 0 |
DateSep 2025
Total AUM$153.2M
Discretionary$143.8M
Non-Disc.$9.4M
Employees3
Clients0
DateMay 2025
Total AUM$153.2M
Discretionary$143.8M
Non-Disc.$9.4M
Employees3
Clients0
DateMar 2025
Total AUM$153.2M
Discretionary$143.8M
Non-Disc.$9.4M
Employees3
Clients0
DateFeb 2025
Total AUM$153.2M
Discretionary$143.8M
Non-Disc.$9.4M
Employees3
Clients0
DateJan 2024
Total AUM$124M
Discretionary$113.9M
Non-Disc.$10.1M
Employees3
Clients0
DateNov 2023
Total AUM$114.7M
Discretionary$105.7M
Non-Disc.$9M
Employees4
Clients0
DateJul 2023
Total AUM$114.7M
Discretionary$105.7M
Non-Disc.$9M
Employees4
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0