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FIRM PROFILE
Overview
LAKESHORE SECURITIES, L.P. is located at 401 S. Lasalle #1000, Chicago, IL 60605 and was first established at Chicago, Illinois in 09/01/1982. After operating for 43 years, LAKESHORE SECURITIES, L.P. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LAKESHORE SECURITIES, L.P.’s clients are individuals and 0% of their clients are high net worth individuals. LAKESHORE SECURITIES, L.P. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LAKESHORE SECURITIES, L.P. are registered to handle securities or provide financial advice. The firm has 13 disclosures, 13 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LAKESHORE SECURITIES, L.P.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LAKESHORE SECURITIES, L.P.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for LAKESHORE SECURITIES, L.P. Comes From
Understanding the Statistics for LAKESHORE SECURITIES, L.P. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
401 S. Lasalle #1000, Chicago, IL 60605
401 S. Lasalle Street #1000, Chicago, IL 60605
Small
(312) 663-1307
Illinois since 09/01/1982
Partnership
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| CROSS VOL LLC | GENERAL PARTNER | ||
| FLP TRADING LLC | GENERAL PARTNER | ||
| GARZA, ALEXANDER BENJAMIN | LIMITED PARTNER | 4945272 | |
| GREY WOLF CAPITAL LLC | GENERAL PARTNER | ||
| GANNON, MARK EDWARD | FINOP AND CCO |
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Advisor's working at LAKESHORE SECURITIES, L.P.
Mark Edward Gannon
Patrick Walter Wehr
Matthew Joseph Filpovich
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