Great Lakes Wealth, LLC
Great Lakes Wealth, LLC (CRD# 282362) is a financial advisory firm headquartered in Northville, MI. They manage $116,999,327 in 872 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management117MILLION
-
Total Number of Accounts872ACCOUNTS
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Average Account Value$134,174
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MI, NC, TX
Financial Advisors at Great Lakes Wealth, LLC
1
Thomas Griffore (CRD# 3270074) is an Investment Advisor Representative working at Great Lakes Wealth, LLC in Northville, MI and has over 23 years of experience in the finance industry.
2
Dewey Steffen (CRD# 2688651) is an Investment Advisor Representative working at Great Lakes Wealth, LLC in Northville, MI and has over 28 years of experience in the finance industry.
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