RIA Intel›Advisers›Ohio›GREAT LAKES INVESTMENT MANAGEMENT, LLC

GREAT LAKES INVESTMENT MANAGEMENT, LLC

Advisory

CLEVELAND, OH

Data as of Jul 13, 2026 · Source: SEC Form ADV

Rank in OH
#700
of 748 advisers by AUM
Average account
$209K
across 288 accounts
AUM per adviser
$15M
4 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM
$60M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients152
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, OH, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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