LAKESHIRE FINANCIAL

LAKESHIRE FINANCIAL is an SEC-registered investment adviser (CRD 305610). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 305610
• Type: Registered investment adviser
• Phone: 801-867-5967
• Latest filing: 2026-03-26
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305610 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search