Lakefront Capital Investors Inc (Dearborn)

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.

Lakefront Capital Investors: assets under management

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 firm manages $28.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.14 million each.

Fees & Commissions

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.

Careers at Lakefront Capital Investors Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nathaniel Edward Carter	President	1 Oct 1991	50% - 75%	1881559
Robert Michael Carter	Board member	1 Oct 1991	Other	4359427
Kenneth A Louardd	Shareholder	1 Oct 1991	Other	1992614
David Baker Lewis	Shareholder	1 Jan 1999	Other	4333829
Ann Carter	Board member	1 Jan 2001	Other	4359435
William Howard Morris	Co-chief investment officer	1 Aug 2001	25% - 50%	4446473

Based in Dearborn

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.