Summary

Great Lakes Wealth Advisors

Founded in 2006

Description

Great Lakes Wealth Advisors is a financial advisory firm based in New Berlin, WI. They specialize in retirement planning and provide advice and guidance to help clients build a successful retirement plan. The company understands that retirement plannin...

Strengths

  • There are no known strengths for Great Lakes Wealth Advisors

Weaknesses

  • Great Lakes Wealth Advisors has a very small market share in their industry
  • Revenue generated per employee is less than the industry average
  • Since Great Lakes Wealth Advisors was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Great Lakes Wealth Advisors's annual revenue

$1785000

Based on Kona Equity data

  • Revenue per employee

    $223125

  • Annual revenue growth since founding

    $120000

Employee Count

8 employees

G Score - 0

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

Location

n27w23953 Paul Rd Ste 102 
Pewaukee, WI  None

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Key Information

  • SIC: 62; 628
  • NAICS: 52; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Great Lakes Wealth Advisors.

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Frequently Asked Questions


What is Great Lakes Wealth Advisors's official website?

Great Lakes Wealth Advisors's official website is greatlakeswealthadvisors.com


What is Great Lakes Wealth Advisors's revenue?

Great Lakes Wealth Advisors's annual revenue is $1.8 M.


What is Great Lakes Wealth Advisors's SIC code?

Great Lakes Wealth Advisors's SIC: 62; 628


What is Great Lakes Wealth Advisors's NAICS code?

Great Lakes Wealth Advisors's NAICS: 52; 523.


How many employees does Great Lakes Wealth Advisors's have?

Great Lakes Wealth Advisors has 8 employees


What industry does Great Lakes Wealth Advisors belong to?

Great Lakes Wealth Advisors is in the industry of Investment management.

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