Great Lakes Bay Financial
Great Lakes Bay Financial (CRD# 297138) is a financial advisory firm headquartered in Saginaw, MI. They manage $50,137,725 in 469 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management50MILLION
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Total Number of Accounts469ACCOUNTS
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Average Account Value$106,903
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, TX
Financial Advisors at Great Lakes Bay Financial
1
Suellen Estes (CRD# 1432367) is an Investment Advisor Representative working at Great Lakes Bay Financial in Saginaw, MI and has over 38 years of experience in the finance industry.
2
Bradley Montgomery (CRD# 5139426) is an Investment Advisor Representative working at Great Lakes Bay Financial in Saginaw, MI and has over 16 years of experience in the finance industry.
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