RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control
MALIZIA, BRIAN, JOSEPHIPRESIDENT/CCOE Control

Registrations

Federal

IA
Sep 10, 2025 REGISTERED

Notice Filings (4)

FL IL TX WI

Address

1811 HICKS ROAD
ROLLING MEADOWS, IL 60008
United States
Phone: 847-701-0400