Lakeshore Capital Group, Inc.

Lakeshore Capital Group, Inc. (CRD# 325609) is a financial advisory firm headquartered in Rolling Meadows, IL. They manage $124,020,595 in 635 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1811 Hicks Road, Rolling Meadows, IL 60008
https://thelakeshorecapitalgroup.com/
By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    635
    ACCOUNTS
  • Average Account Value
    $195,308
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at Lakeshore Capital Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Barberini, financial advisor Rolling Meadows IL
Christopher A. Barberini
CRD#: 5969705
1811 Hicks Road, Rolling Meadows, IL 60008

Christopher Barberini (CRD# 5969705) is an Investment Advisor Representative working at Lakeshore Capital Group, Inc. in Rolling Meadows, IL and has over 12 years of experience in the finance industry.

2
Rolando Intia, financial advisor Rolling Meadows IL
Rolando Intia
CRD#: 6899056
1811 Hicks Road, Rolling Meadows, IL 60008

Rolando Intia (CRD# 6899056) is an Investment Advisor Representative working at Lakeshore Capital Group, Inc. in Rolling Meadows, IL and has over 6 years of experience in the finance industry.

3
Brian Malizia, financial advisor Rolling Meadows IL
Brian J. Malizia
CRD#: 5167321
1811 Hicks Road, Rolling Meadows, IL 60008

Brian Malizia (CRD# 5167321) is an Investment Advisor Representative working at Lakeshore Capital Group, Inc. in Rolling Meadows, IL and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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