Great Lakes Financial Companies Inc.

Overview

Great Lakes Financial Companies Inc. is structured as a corporation operating as a non-independent retail registered investment adviser that serves individual and family clients. Ownership is listed as individual, and the firm provides portfolio management services targeted at individuals and small businesses. Its fee model includes both a percentage-of-assets-under-management component and commission-based arrangements. The firm does not report active ESG investing, does not operate as a multi-state adviser, and is not positioned as a capital allocator. Industry affiliation with an insurance company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices