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GREAT LAKES ADVISORS, LLC
CHICAGO, IL
312-431-1700
SEC #801-16937Total AUM
$16.2B
Employees
84Clients
1,733Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
231 S. LASALLE STREET
4TH FLOOR
CHICAGO
IL 60604
United States
4TH FLOOR
CHICAGO
IL 60604
United States
Operating Hours
8:15AM - 4:45PM
Monday - Friday
Monday - Friday
Phone
312-431-1700
Other Offices
3
Financials
Total AUM
$16.2B
Accounts
2,978Discretionary
$15.9B
Accounts
2,925Non-Discretionary
$287.4M
Accounts
53
Clients
Individual Clients
687AUM
$1.1B
HNW Individual Clients
150AUM
$1.7B
Banking Clients
1AUM
$0
Investment Company Clients
5AUM
$4.4B
Pooled Vehicle Clients
2AUM
$61.7M
Pension/Profit Sharing Plan Clients
54AUM
$3.2B
Charitable Organization Clients
135AUM
$1.4B
Government Entity Clients
6AUM
$1B
Investment Advisor Clients
1AUM
$43.2M
Insurance Company Clients
4AUM
$292M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
57AUM
$834.3M
Other Clients
630AUM
$2.1B
Description of Other Clients
LLP, WRAP, TAFT-HARTLEY & PROPRIETARY PILOT ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FULCRUM FEE; ASSET-BASED FEE CONTINGENT ON PERFORMANCE
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.