Great Lakes Retirement is an investment advisor in Sandusky with $691.51 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
450588768
SEC advisor number
801-110042
FINRA CRD number
146608
AUM ?
$776.91 mm
(as of 17 Jan 24)
Accounts
6,127
(as of 17 Jan 24)
Employees
13
(13 investment advisory or research)
Address
Great Lakes Retirement
4604 TIMBER COMMONS DRIVE
SANDUSKY
OH 44870
4604 TIMBER COMMONS DRIVE
SANDUSKY
OH 44870
Phone
419-626-8600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Mar 23
13F-HR
Quarterly holdings report by institutional manager
4 Jun 20
13F-HR
Quarterly holdings report by institutional manager
18 Feb 20