GREAT LAKES RETIREMENT, INC.
Available Loaders
Identifiers
| Authority | Identifier | Display | As Of | Confidence |
|---|---|---|---|---|
| adv_crd | 146608 | 146608 | — | 1.0 |
| sec_file_number | 801-110042 | 801-110042 | — | — |
Profile
Aliases:
- W.A. SMITH FINANCIAL GROUP adv_xlsx
ADV Metrics
Assets & Accounts
- RAUM (total)962,640,394.0
- RAUM (discretionary)898,544,269.0
- Actionable assets154,022,463.0
- Accounts6,582.0
Institutional Clients
- Government AUM—
- Pension AUM7,710,114.0
- Charitable AUM—
- HNW AUM146,312,349.0
People
| Name | Title | Role | Evidence | |
|---|---|---|---|---|
| No people recorded. | ||||
Outbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No outbound affiliations. | |||
Inbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No inbound affiliations. | |||
Evidence
No evidence recorded for this organization yet.