Lakefront Capital Investors Inc is a large advisory firm based in Dearborn. It manages $28.27 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Michigan and Ohio.
Lakefront Capital Investors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lakefront Capital Investors Inc is $28.27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lakefront Capital Investors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Nathaniel Edward Carter has been acting as President since 1 Oct 1991. William Howard Morris joined the executive team most recently as the Co Chief Investment Officer.
The principal office where Lakefront Capital Investors Inc performs its advisory services is located at 6 Parkland Blvd, Dearborn, MI 48126, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 313-996-8060 or by fax 313-996-8050. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.