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| Happy Holidays!! thanks for using AUM13F!! |
| Great Lakes Retirement Inc
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| CRD # | 146608 |
| SEC # | 801-110042 |
| CIK # | 0001801667 |
| AUM | $962.6 M (2025-03-25) |
| Employees | 25 (48% Investors, 0% Brokers) |
| Phone | 419-626-8600 |
| Address | 4604 Timber Commons Drive Sandusky, OH 44870 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 48.6 | ||
| Microsoft Corp | 26.6 | ||
| Amazon Com Inc | 25.9 | ||
| Alphabet Inc | 22.1 | ||
| Apple Inc | 19.5 | ||
| Devon Energy Corp/DE | 13.4 | ||
| Schwab Charles Corp | 13.4 | ||
| Bank of America Corp /DE/ | 11.3 | ||
| Advanced Micro Devices Inc | 11.1 | ||
| Lockheed Martin Corp | 10.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,317 | 808.6 |
| (b) Individuals (high net worth individuals) | 251 | 146.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,582 | 962.6 |
| By Discretionary | ||
| Discretionary | 5,324 | 898.5 |
| Non-Discretionary | 1,258 | 64.1 |
| Total | 6,582 | 962.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 962.6 | |
| Total | 6,582 | 962.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801667] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaiser Partner Financial Advisors Ltd
✚
|
1.0 | |
|
Accel Wealth Management LLC
✚
|
IA | 1.0 |
|
Crewcial Partners LLC
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NY | 1.0 |
|
Fountainhead AM LLC
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|
NJ | 1.0 |
|
Ram Investment Partners LLC
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|
WA | 1.0 |
|
Lucid Advisors Inc
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|
WA | 1.0 |
|
First Affirmative Financial Network LLC
✚
|
CO | 1.0 |
|
Financial Advisors Network Inc
✚
|
CA | 1.0 |
|
The Joseph Group LLC
✚
|
OH | 0.9 |
|
Manchester Financial Inc
✚
|
CA | 0.9 |