GREAT LAKES FINANCIAL STRATEGIES, LLC

GREAT LAKES FINANCIAL STRATEGIES, LLC is an SEC-registered investment adviser (CRD 323837). Regulatory assets under management: $4.0M.

Registration

• CRD: 323837
• Type: Registered investment adviser
• Phone: 902-379-0688
• Latest filing: 2026-03-19
• Regulatory AUM: $4.0M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 323837 on SEC IAPD (source of record)
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