← Back to searchVisit website
GREAT LAKES RETIREMENT PLANNING LLC
CLE RETIREMENT PLANNING LLC
CRD 290434
1300 EAST 9TH STREET, SUITE 750, CLEVELAND, OH, 44114, United States
Phone
216-230-4643
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.7M
Discretionary AUM
$6.7M
Team
1 total employees; 1 advisory reps; 72 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $6.7M |
All web addresses on file
Official SEC filing: View on IAPD