|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Great Lakes Wealth LLC
✚
|
|
|---|---|
| CRD # | 282362 |
| SEC # | 801-121370 |
| CIK # | |
| AUM | $143.2 M (2025-03-27) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Phone | 248-378-1200 |
| Address | 22260 Haggerty Road Northville, MI 48167 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 56.2 |
| (b) Individuals (high net worth individuals) | 32 | 79.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 921 | 143.2 |
| By Discretionary | ||
| Discretionary | 919 | 136.0 |
| Non-Discretionary | 2 | 7.2 |
| Total | 921 | 143.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.2 | |
| Total | 921 | 143.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FPF FA LLC
✚
|
NC | 0.1 |
|
Crow Financial Advisors Ltd Co
✚
|
NM | 0.1 |
|
ZEIT Capital LLC
✚
|
0.1 | |
|
Star Capital Inc
✚
|
MN | 0.1 |
|
Fusco Financial Services Inc
✚
|
FL | 0.1 |
|
Wilkinson Wealth Management LLC
✚
|
AZ | 0.1 |
|
Sterling Financial Advisors LLC
✚
|
0.1 | |
|
Redwood Park Advisors LLC
✚
|
CA | 0.1 |
|
STW Associates
✚
|
0.1 | |
|
Taurum Retirement Partners LLC
✚
|
AZ | 0.1 |