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Building 2GREAT LAKES FINANCIAL

Map pinBROCKPORT, NY
Phone(585) 750-5222
NotebookSEC #801-108648
Total AUM
$784.2K
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1284 DRAKE ROAD
BROCKPORT
NY 14420
United States
Operating Hours
8AM -5PM
Monday - Friday
Phone
(585) 750-5222

ReceiptFinancials

Total AUM
$784.2K
Accounts
4
Discretionary
$784.2K
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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