Great Lakes Bay Financial
Firm details
- Headquarters
- Saginaw, Michigan
- CRD number
- 297138
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Great Lakes Bay Financial is organized as a limited liability company owned by an individual. The firm focuses on financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its compensation model combines a percentage-of-AUM fee with the option for hourly billing. The adviser is not positioned as a capital allocator and is not described as a multi-state or pension consultant; it also reports that it is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Suellen Estes
Financial AdvisorCRD 1432367
Bradley Montgomery
President, InvestmentsCRD 5139426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saginaw, MI
Saginaw
Location
Saginaw, MI
Headquartered in Saginaw, MI, anchoring the Saginaw-Midland-Bay City, MI metro in the Midwest.
- Metro area
- Saginaw-Midland-Bay City, MI
- Region
- Midwest
- County
- Saginaw
- Address
- 4901 Towne Centre Rd
- Time zone
- ET (UTC-5)
- Office locations
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