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GREAT LAKES RETIREMENT, INC.

UUID35a92d42-f46a-55c8-a1f2-f573136b7253
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 146608 146608 1.0
sec_file_number 801-110042 801-110042

Profile

WebsiteHTTP://www.wasmithfinancial.com
HQ CitySANDUSKY
HQ StateOH
HQ CountryUnited States
AUM (USD)
AUM As OfNone
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

As of 2025-03-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.