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CRD: 290434
Great Lakes Retirement Planning LLC
$6.7M Total AUM
$6.7M Disc. AUM
-- 3Y CAGR
1 Employees
144 ADV. Clients
8 yrs Firm Age
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- Custodian
- American Funds · Interactive Brokers · John Hancock
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-2017
- Office Locations
- 1
Office Locations
1300 East 9TH Street Suite 750 Cleveland OH
About Great Lakes Retirement Planning LLC
Great Lakes Retirement Planning LLC is a Cleveland-based RIA. The firm has been operating for 8 years. Managing $6.7M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Interactive Brokers. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
46 AVG AGE
$6.7M AVG AUM / ADVISOR
$46.2K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Capital value Wave Eagle capital
Investment Themes
Wave Focus Frontier matrix Pathway glacier
Investment Vehicles
Vertex Catalyst delta
Services
Quantum Wave vertex Optima Catalyst unison
Owner & Executives
SEKU N SHABAZZ
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #5988727
- Ownership
- 75% or more
(622) 926-4414
focus.bridge@primecapital.com
in linkedin.com/in/wave-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,650,000
Equity - Exchange:
20.3% Municipal Bonds:
27.1% U.S. Government/Agency:
17.5% Private Funds:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $385,447,050 | 20.3% |
| Municipal Bonds | $514,562,318 | 27.1% |
| U.S. Government/Agency | $332,281,940 | 17.5% |
| Private Funds | $666,462,634 | 35.1% |
| Total | $1,898,753,942 | 100.0% |