G
CRD: 120272
Great Lakes Financial Companies Inc.
Twinsburg, OH, 44087
3304254833
$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-1999
- Office Locations
- 1
Office Locations
2305 E. Aurora Road Unit A5 Twinsburg OH
About Great Lakes Financial Companies Inc.
Great Lakes Financial Companies Inc. is a Twinsburg-based RIA. The firm has been operating for 26 years. Managing $10.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$152.9K AVG AUM / CLIENT
23.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Quantum
Investment Themes
Ember
Investment Vehicles
Prime summit
Services
Atlas Bridge capital Prime
Owner & Executives
BLASE VINCENT RESTIFO
Owner
- CRD
- #1461484
- Ownership
- 75% or more
(663) 788-4560
vital.pathway@momentumcapital.com
in linkedin.com/in/alpha-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,858,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,858,012 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,858,012
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,329,922,230 | 100.0% |
| Total | $6,329,922,230 | 100.0% |