Lakeshore Capital Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1811 Hicks Rd, Rolling Meadows, Illinois...

Phone Number

(847) 701-0400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Lakeshore Capital Group

Lakeshore Capital Group specializes in providing tax reduction strategies to help clients minimize their tax burdens. The firm offers a range of services including financial planning, retirement, estate planning, investment, and insurance advice. Their intended clients are individuals seeking expert guidance on managing their taxes and investments effectively. As a registered investment adviser, they operate in compliance with regulatory requirements and prioritize client data protection.Explore more
Lakeshore Capital Group's Social MediaPopular SearchesLakeshore Capital GroupLakeshore Valuation Group LLCLakeshore Capital Group IncLakeshore Tax ConsultingSIC Code 62,628NAICS Code 52,523Show more

Lakeshore Capital Group Org Chart

PhoneEmail
BH
United States flag for contact location.

Vice President and Co-Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lakeshore Capital Group

<$5M
1-10
Private
<$5M
2005
BH
Brandie HornerVice President and Co-Founder
<$5M
1-10
Private
-
2007
AK
Alison KochOffice Manager
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2012
KC
Kelsey CaglePartner. Wealth Advisor
<$5M
1-10
Private
-
-
MF
Margaret FergersonAdminitrative Assistant
<$5M
1-10
Private
-
1983
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lakeshore Capital Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lakeshore Capital Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lakeshore Capital Group.

Lakeshore Capital Group financials insights

Gather financial insights about Lakeshore Capital Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$51K

See All Lakeshore Capital Group's Financials Insights

Lakeshore Capital Group Tech Stack

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Frequently Asked Questions Regarding Lakeshore Capital Group

What is Lakeshore Capital Group's official website?
Lakeshore Capital Group's official website is www.thelakeshorecapitalgroup.com
What is Lakeshore Capital Group's Revenue?
Lakeshore Capital Group's revenue is <$5 Million
What is Lakeshore Capital Group's SIC code?
Lakeshore Capital Group's SIC: 62,628
What is Lakeshore Capital Group's NAICS code?
Lakeshore Capital Group's NAICS: 52,523
How many employees does Lakeshore Capital Group have?
Lakeshore Capital Group has 1-10 employees
What industry does Lakeshore Capital Group belong to?
Lakeshore Capital Group is in the industry of: Finance, Securities Trading
What is Lakeshore Capital Group competition?
Lakeshore Capital Group top competitors include: Waterford Advisors, Shoreline Financial Partners, Cornerstone Financial Group, Ratcliff Financial Services
What technology does Lakeshore Capital Group use?
Some of the popular technologies that Lakeshore Capital Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Lakeshore Capital Group?
Lakeshore Capital Group contact info: Phone number: (847) 701-0400 Website: www.thelakeshorecapitalgroup.com
What does Lakeshore Capital Group do?

Lakeshore Capital Group specializes in providing tax reduction strategies to help clients minimize their tax burdens. The firm offers a range of services including financial planning, retirement, estate planning, investment, and insurance advice. Their intended clients are individuals seeking expert guidance on managing their taxes and investments... effectively. As a registered investment adviser, they operate in compliance with regulatory requirements and prioritize client data protection.Read More

What are Lakeshore Capital Group social media links?
Lakeshore Capital Group Linkedin page Lakeshore Capital Group Facebook page
Is Lakeshore Capital Group a public company?
Lakeshore Capital Group is private company therefore does not currently have an official ticker symbol
See more information about Lakeshore Capital Group

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