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
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Revenue per employee
$223125
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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
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Key Information
- Name: Great Lakes Wealth Advisors
- Category: Investment management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data Founded in 2006 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
Great Lakes Wealth Advisors's official website is greatlakeswealthadvisors.com
Great Lakes Wealth Advisors's annual revenue is $1.8 M.
Great Lakes Wealth Advisors's SIC: 62; 628
Great Lakes Wealth Advisors's NAICS: 52; 523.
Great Lakes Wealth Advisors has 8 employees
Great Lakes Wealth Advisors is in the industry of Investment management.