GREAT LAKES RETIREMENT, INC.

HTTP://www.wasmithfinancial.com SANDUSKY, OH Investment Advisor How do I update this listing?

Great Lakes Retirement is based out of Sandusky. Great Lakes Retirement is a large advisory firm with 957 clients and discretionary assets under management (AUM) of $261,553,408 (Form ADV from 2019-03-21). Their last reported 13F filing for Q4 2019 included $325,299,000 in managed 13F securities and a top 10 holdings concentration of 49.0%. Great Lakes Retirement's largest holding is PIMCO 0-5 Year High Yield Corporate Bond Index ETF with shares held of 379,627. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

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12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 8.53%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

GREAT LAKES RETIREMENT, INC.
4604 TIMBER COMMONS DRIVE
SANDUSKY OH    44870
Country: United States

Business Phone: 419-626-8600
Fax: 419-625-3902
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 13,928,700
Total Number of Clients: 957
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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