RIA Intel›Advisers›Ohio›GREAT LAKES FINANCIAL COMPANIES INC.

GREAT LAKES FINANCIAL COMPANIES INC.

Advisory

TWINSBURG, OH

Data as of Feb 10, 2026 · Source: SEC Form ADV

Average account

$132K

across 82 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

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

71 clients

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

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