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Building 2GREAT LAKES WEALTH, LLC

Map pinNORTHVILLE, MI
Phone(248) 378-1200
NotebookSEC #801-121370
Total AUM
$166.3M
Employees
9
Clients
249

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) 378-1200

ReceiptFinancials

Total AUM
$166.3M
Accounts
975
Discretionary
$162M
Accounts
972
Non-Discretionary
$4.3M
Accounts
3

ContactClients

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Individual Clients
209
AUM
$71.9M
HNW Individual Clients
39
AUM
$90.1M
Pension/Profit Sharing Plan Clients
1
AUM
$4.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMINCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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