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Great Lakes Financing, LLC
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Overview Share
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Beachwood, Ohio
$12.1 million AUM
1 office

Great Lakes Financing, LLC is based in Beachwood, Ohio and has $12.1 million in assets under management.

Location
24050 Commerce Park Suite 204
Beachwood, OH 44122
$12.1 million
AUM
1
Employees
AUM Share
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$12,100,000
Assets under management
125 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 125 $12,100,000 100% $96,800
Employees Share
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1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
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$12,100,000
Assets under management
$12,100,000
AUM per employee
$12,100,000
AUM per investment analyst
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Compensation

Great Lakes Financing, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Great Lakes Financing, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
Firm data Share
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CRD number 298,790
SEC number 801-114142
Legal structure Limited Liability Company
Legal governance Ohio, United States
Latest ADV filing date February 14, 2020

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