Great Lakes & Atlantic Wealth Management and Advisory Partners Review


Trust Score 83%
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Last updated: August 11th, 2019. Data source: SEC filings.

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Great Lakes & Atlantic Wealth Management and Advisory Partners, federally registered in 2015, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 19 advisors. Great Lakes & Atlantic Wealth Management and Advisory Partners manages $546.4 million and provides investment advisory services for 3,080 clients (1:163 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $177,389
Hybrid Advisor No
Disciplinary History No
Total AUM $546.4 million
Advisor / Client Ratio 1:163
Headquarters Charlotte, NC
SEC Filings Forms and Brochures    (CRD # 170037)
State(s) Registered AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, LA, MD, MI, MN, MS, NJ, NY, NC, OH, PA, SC, TN, TX, VA


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