GREAT LAKES RETIREMENT, INC.
CRD #146608 SEC #801-110042 SANDUSKY, OH 419-626-8600
SEC Registered
Total AUM
$962.6M
Discretionary
$898.5M
Employees
25
Clients
10
Accounts
6,582
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $962.6M | $898.5M | $64.1M | 25 | 0 |
| Sep 2024 | $776.9M | $709.4M | $67.5M | 13 | 0 |
| Jan 2024 | $776.9M | $709.4M | $67.5M | 13 | 0 |
| Dec 2023 | $624.9M | $575.7M | $49.3M | 10 | 0 |
| Feb 2023 | $624.9M | $575.7M | $49.3M | 10 | 0 |
| Mar 2022 | $691.5M | $638.1M | $53.4M | 10 | 0 |
| Mar 2021 | $541.8M | $501.8M | $40M | 7 | 0 |
| Jul 2020 | $410.2M | $376.5M | $33.7M | 6 | 2 |
| Jun 2020 | $410.2M | $376.5M | $33.7M | 6 | 2 |
| Mar 2020 | $410.2M | $376.5M | $33.7M | 6 | 2 |
| Mar 2020 | $410.2M | $376.5M | $33.7M | 6 | 2 |
| Mar 2019 | $290.9M | $261.6M | $29.4M | 6 | 3 |
| Dec 2018 | $217.9M | $189.5M | $28.5M | 5 | 2 |
| Mar 2018 | $217.9M | $189.5M | $28.5M | 5 | 2 |
| Mar 2017 | $148.8M | $117.7M | $31.1M | 4 | 600 |
| Feb 2017 | $148.8M | $117.7M | $31.1M | 4 | 600 |
DateMar 2025
Total AUM$962.6M
Discretionary$898.5M
Non-Disc.$64.1M
Employees25
Clients0
DateSep 2024
Total AUM$776.9M
Discretionary$709.4M
Non-Disc.$67.5M
Employees13
Clients0
DateJan 2024
Total AUM$776.9M
Discretionary$709.4M
Non-Disc.$67.5M
Employees13
Clients0
DateDec 2023
Total AUM$624.9M
Discretionary$575.7M
Non-Disc.$49.3M
Employees10
Clients0
DateFeb 2023
Total AUM$624.9M
Discretionary$575.7M
Non-Disc.$49.3M
Employees10
Clients0
DateMar 2022
Total AUM$691.5M
Discretionary$638.1M
Non-Disc.$53.4M
Employees10
Clients0
DateMar 2021
Total AUM$541.8M
Discretionary$501.8M
Non-Disc.$40M
Employees7
Clients0
DateJul 2020
Total AUM$410.2M
Discretionary$376.5M
Non-Disc.$33.7M
Employees6
Clients2
DateJun 2020
Total AUM$410.2M
Discretionary$376.5M
Non-Disc.$33.7M
Employees6
Clients2
DateMar 2020
Total AUM$410.2M
Discretionary$376.5M
Non-Disc.$33.7M
Employees6
Clients2
DateMar 2020
Total AUM$410.2M
Discretionary$376.5M
Non-Disc.$33.7M
Employees6
Clients2
DateMar 2019
Total AUM$290.9M
Discretionary$261.6M
Non-Disc.$29.4M
Employees6
Clients3
DateDec 2018
Total AUM$217.9M
Discretionary$189.5M
Non-Disc.$28.5M
Employees5
Clients2
DateMar 2018
Total AUM$217.9M
Discretionary$189.5M
Non-Disc.$28.5M
Employees5
Clients2
DateMar 2017
Total AUM$148.8M
Discretionary$117.7M
Non-Disc.$31.1M
Employees4
Clients600
DateFeb 2017
Total AUM$148.8M
Discretionary$117.7M
Non-Disc.$31.1M
Employees4
Clients600