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Lakeshore Capital Group, Inc.

● SEC registered since 2023CRD 325609SEC# 801-127919Rolling Meadows, IL
Export (members)
Reg. AUM
$153.2M
Employees
3
Accounts
600
Location
Rolling Meadows, IL

Lakeshore Capital Group, Inc. assets under management

Lakeshore Capital Group, Inc. is an investment advisory firm registered with the SEC based in Rolling Meadows, IL. The firm has been registered since 2023. It reports $153.2 million in regulatory assets under management and employs 3 people.
www.facebook.com/lakeshorecapitalView on SEC.gov ↗

Lakeshore Capital Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Brian Joseph Malizia ControlPresident/CcoOver 75%2017

Frequently asked questions

How much does Lakeshore Capital Group, Inc. manage?

Lakeshore Capital Group, Inc. reports $153.2 million in regulatory assets under management on its Form ADV.

How many employees does Lakeshore Capital Group, Inc. have?

Lakeshore Capital Group, Inc. reports 3 employees.

Where is Lakeshore Capital Group, Inc. located?

Lakeshore Capital Group, Inc. is based in Rolling Meadows, IL and has been SEC-registered since 2023.

Does Lakeshore Capital Group, Inc. disclose fund performance?

Lakeshore Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1811 Hicks Road, Rolling Meadows, IL 60008
Phone847-701-0400
Fax847-701-0132
Office hours8:30 a.m. To 4:00 p.m. Cst
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$143.8M
Non-discretionary$9.4M
Total (RAUM)$153.2M