Great Lakes Investment Advisors Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
6
Advisory reps
1

Firm details

Headquarters
Midland, Michigan
CRD number
144066
Fee structure
Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Great Lakes Investment Advisors Inc. is organized as a corporation and is classified as an institutional RIA. The firm is owned by an individual and positions itself primarily as a capital allocator that focuses on selecting and overseeing third‑party managers rather than running extensive in‑house strategies. Its business mix includes insurance brokerage and an affiliation with an insurance company, and the firm identifies “selection of other advisers” as a core advisory activity. Fee arrangements are described as fixed fees and other fee types. Great Lakes reports state registrations in Florida and Michigan. The firm does not list ESG investing as an active focus and does not identify pension consulting or related‑adviser services as part of its core offering.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jason Cryderman

    Jason Cryderman

    PresidentCRD 5348983

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Midland, MI

Midland

Location

Midland, MI

Headquartered in Midland, MI, anchoring the Saginaw-Midland-Bay City, MI metro in the Midwest.

Metro area
Saginaw-Midland-Bay City, MI
Region
Midwest
County
Midland
Address
135 N Saginaw Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth