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Building 2GREAT LAKES WEALTH, LLC

Map pinNORTHVILLE, MI
Phone(248) 345-3225
NotebookSEC #801-107988
Total AUM
$48.7M
Employees
5
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22260 HAGGERTY ROAD
SUITE 160
NORTHVILLE
MI 48167
United States
Operating Hours
8 AM - 5:30 PM
Monday - Friday
Phone
(248) 345-3225
Other Offices
1

ReceiptFinancials

Total AUM
$48.7M
Accounts
357
Discretionary
$48.7M
Accounts
357
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$0
HNW Individual Clients
54
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MINC

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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