Lake Shore Fund Group, LLC is an adviser based in Cincinnati. It manages $2.07 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Lake Shore Fund Group provides portfolio management for investment companies. 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 Lake Shore Fund Group, LLC is $2.07 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% 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 Lake Shore Fund Group, LLC 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.
Gregory Joseph Bauer has been acting as President since 1 Sep 1997. Earl Vernon Newsome joined the executive team most recently as the President.
The principal office where Lake Shore Fund Group, LLC performs its advisory services is located at 8280 Montgomery Road, Suite 302, Cincinnati, OH 45236, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 513-794-0002 or by fax 513-794-9967. The normal business hours are 8:00am - 5:00pm on Monday - Friday.