GREAT LAKES RETIREMENT, INC.
Doing business as W.A. SMITH FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,163,783,212
Discretionary
$1,082,391,612
Non-discretionary
$81,391,600
Firm details
- CRD number
- 146608
- SEC file number
- 801-110042
- Main office
- SANDUSKY, OH, United States
- Employees
- 27
- SEC status
- Approved
- Website
- HTTP://www.wasmithfinancial.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.