RIA Intel›Advisers›Michigan›GREAT LAKES RETIREMENT SOLUTIONS, INC.

GREAT LAKES RETIREMENT SOLUTIONS, INC.

Advisory

SAGINAW, MI

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account

$168K

across 252 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients252

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI, TX

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

252 clients

6 high-net-worth

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

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