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INTENTIONAL WEALTH PARTNERS
GREAT LAKES INVESTMENT MANAGEMENT, LLC
CRD 286157
7017 PEARL RD, SUITE 12, CLEVELAND, OH, 44130, United States
Phone
(440) 545-1001
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.1M
Discretionary AUM
$60.1M
Team
4 total employees; 4 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $31.6M |
| High net worth individuals | 19 | $28.5M |
All web addresses on file
Official SEC filing: View on IAPD