Great Lakes Investment Advisors Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
1

Firm details

Headquarters
Midland, Michigan
CRD number
144066
Fee structure
Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Great Lakes Investment Advisors Inc. is organized as a corporation under individual ownership and functions more as a capital allocator and adviser-of-advisers than as a traditional discretionary wealth manager. The firm’s public profile emphasizes broker and insurance-related activities: it operates as an insurance broker and lists an affiliation with an insurance company. Its advisory role centers on selecting other investment managers rather than running in-house portfolio management across client accounts. Fee arrangements include fixed fees and other non-standard billing structures. The firm does not identify itself as an active ESG investor, is not multi-state in scope, and is not positioned as a pension consultant or as a newly formed adviser. SEC registration details are not provided in the source material.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Jason Cryderman

    Jason Cryderman

    PresidentCRD 5348983

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Midland, MI

Midland

Location

Midland, MI

Headquartered in Midland, MI, anchoring the Saginaw-Midland-Bay City, MI metro in the Midwest.

Metro area
Saginaw-Midland-Bay City, MI
Region
Midwest
County
Midland
Address
135 N Saginaw Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth