LAKESHORE ADVISORS

LAKESHORE ADVISORS of WINTER PARK, FL is an SEC-registered investment adviser (CRD 329497). Regulatory assets under management: $80.8M.

Registration

• CRD: 329497
• Type: Registered investment adviser
• Location: 238 N. PARK AVENUE, WINTER PARK, FL, 32789
• Phone: 321-464-5122
• Latest filing: 2026-03-23
• Regulatory AUM: $80.8M
• Discretionary AUM: $70.5M
• Non-discretionary AUM: $10.2M
• Clients: 1
• Accounts: 350

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329497 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search