Great Lakes Retirement

Trust Score 86%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Great Lakes Retirement, federally registered in 2017, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 6 advisors. Great Lakes Retirement manages $290.9 million and provides investment advisory services for 957 clients (1:160 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $50,000
Average Client Balance $303,990
Hybrid Advisor No
Disciplinary History No
Total AUM $290.9 million
Advisor / Client Ratio 1:160
Headquarters 4604 Timber Commons Drive Sandusky, OH 44870
SEC Filings Forms and Brochures    (CRD # 146608)
State(s) Registered FL, OH, TX

Questions & Answers

Get answers about Great Lakes Retirement

Ask a question question_answer