RIA Intel›Advisers›Ohio›GREAT LAKES BENEFITS, INC.

GREAT LAKES BENEFITS, INC.

Advisory

SANDUSKY, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OH

#669

of 748 advisers by AUM

Average account

$247K

across 287 accounts

AUM per adviser

$36M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$71M

Discretionary AUM$67M

Non-Discretionary AUM$4M

Discretionary %94.4%

Total Clients290

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

290 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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