Overview
Assets Under Management: $963 million
Headquarters: SANDUSKY, OH
High-Net-Worth Clients: 251
Average Client Assets: $582,917
Frequently Asked Questions
GREAT LAKES RETIREMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146608), GREAT LAKES RETIREMENT, INC. is subject to fiduciary duty under federal law.
GREAT LAKES RETIREMENT, INC. is headquartered in SANDUSKY, OH.
GREAT LAKES RETIREMENT, INC. serves 251 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, GREAT LAKES RETIREMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
GREAT LAKES RETIREMENT, INC. manages $963 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, GREAT LAKES RETIREMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.20
Average High-Net-Worth Client Assets: $582,917
Total Client Accounts: 6,582
Discretionary Accounts: 5,324
Non-Discretionary Accounts: 1,258
Regulatory Filings
CRD Number: 146608
Filing ID: 1957425
Last Filing Date: 2025-03-25 09:54:00
Website: https://kbc.team