|
⚲
|
| Keyboard |
| Great Lakes Retirement Inc
✚
|
|
|---|---|
| CRD # | 146608 |
| SEC # | 801-110042 |
| CIK # | 0001801667 |
| AUM | 1,163.8 M (2026-03-31) |
| Employees | 27 (48% Investors, 0% Brokers) |
| Phone | 419-626-8600 |
| Address | 4604 Timber Commons Drive Sandusky, OH 44870 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 39.9 | ||
| Alphabet Inc | 31.8 | ||
| Apple Inc | 25.5 | ||
| Amazon Com Inc | 24.3 | ||
| Devon Energy Corp/DE | 23.3 | ||
| Microsoft Corp | 21.0 | ||
| Ingersoll-Rand PLC | 15.7 | ||
| Schlumberger Ltd /NV/ | 15.4 | ||
| Netflix Inc | 14.9 | ||
| Bank of America Corp /DE/ | 14.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,329 | 490.4 |
| (b) Individuals (high net worth individuals) | 336 | 671.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,044 | 1,163.8 |
| By Discretionary | ||
| Discretionary | 5,823 | 1,082.4 |
| Non-Discretionary | 1,221 | 81.4 |
| Total | 7,044 | 1,163.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,163.8 | |
| Total | 7,044 | 1,163.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801667] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sikich Capital Management LLC
✚
|
IL | 1,180.3 M |
|
Portland Global Advisors LLC
✚
|
ME | 1,174.8 M |
|
Straightline Group LLC
✚
|
MI | 1,170.4 M |
|
WPWealth LLP
✚
|
TX | 1,167.9 M |
|
Woodard & Co Asset Management Group Inc
✚
|
NC | 1,167.0 M |
|
Reagan Companies Asset Management Inc
✚
|
NY | 1,160.8 M |
|
ERN Financial LLC
✚
|
WI | 1,153.9 M |
|
KFG Wealth Management LLC
✚
|
IN | 1,152.4 M |
|
Accel Wealth Management LLC
✚
|
IA | 1,147.8 M |
|
Lucid Advisors Inc
✚
|
WA | 1,147.4 M |