Lakeshore Wealth Management Revenue

Financial Services • Grosse Pointe Woods, Michigan, United States • 1-10 Employees

Lakeshore Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Lakeshore Wealth Management

Michael Kugler

President

Company overview

Headquarters	Grosse Pointe Woods, Michigan, United States
Website	lakeshorewealthmanagement.com
NAICS	52
Keywords	Investments, 401K, Insurance, Variable Annuities, Retirement Planning, Financial Planning, Mutual Funds, 403B, Fixed Annuities, Income Planning
Founded	2019
Employees	1-10

About Lakeshore Wealth Management

Independent advice tailored to your needs. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where my firm comes in. We keep it simple. Goals, Plan, Solutions, Service. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams. Advisory services offered through GWN Securities, Registered Investments Advisers. Securities offered through GWN Securities, Broker Dealer, Member FINRA/SIPC, www.gwnsecurities.com. Lakeshore Wealth Management and the above firms are independent and non-affiliated.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Lakeshore Wealth Management has never raised funding before.

Frequently asked questions

Lakeshore Wealth Management is located in Grosse Pointe Woods, Michigan, US.

Lakeshore Wealth Management generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Lakeshore Wealth Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lakeshore Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Lakeshore Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Lakeshore Wealth Management

Michael Kugler

President

4.8

40,000 users