Great Lakes Investment Advisors Inc.
Firm details
- Headquarters
- Midland, Michigan
- CRD number
- 144066
- Fee structure
- Fixed Fees, Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Jason Cryderman
PresidentCRD 5348983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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