W.A. SMITH FINANCIAL GROUP
  • W.A. SMITH FINANCIAL GROUP
  • 8 ADVISOR
  • GREAT LAKES RETIREMENT, INC.
  • GREAT LAKES RETIREMENT GROUP

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 02/27/2017
Other registrations (2)
ADV Location SANDUSKY, OH, United States
Contact Info 419 xxxxxxx
Websites
AUM* 1,163,783,212 50%
of that, discretionary 1,082,391,612 53%
Number of Employees 27 108%
of those in investment advisory functions 13
Private Fund GAV* 0
Avg Account Size 165,216 30%
% High Net Worth 20.13% 66%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 928M 773M 619M 464M 309M 155M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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