GREAT LAKES FINANCIAL COMPANIES INC.

GREAT LAKES FINANCIAL COMPANIES INC. of TWINSBURG, OH is an SEC-registered investment adviser (CRD 120272). Regulatory assets under management: $10.9M.

Registration

• CRD: 120272
• Type: Registered investment adviser
• Location: 2305 EAST AURORA RD # A-5, TWINSBURG, OH, 44087
• Phone: 330-425-4833
• Latest filing: 2026-02-10
• Regulatory AUM: $10.9M
• Discretionary AUM: $10.9M
• Clients: 1
• Accounts: 82

Business model

Compensation: % of AUM, Commissions.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120272 on SEC IAPD (source of record)
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