Dennis Glynn, Cpa
Firm details
- Headquarters
- Rocky Hill, Connecticut
- CRD number
- 129744
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals54.13%
- HNWI45.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dennis Glynn, Cpa is a sole-proprietorship independent RIA that combines accounting work with advice for individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging clients on a percentage-of-AUM basis and for some work hourly. It is owned and operated by an individual adviser, is not registered multi-state, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds3%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Dennis Glynn
OwnerCRD 2982407
Douglas Packard
AccountantCRD 2839002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rocky Hill, CT
Hartford
Location
Rocky Hill, CT
Headquartered in Rocky Hill, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 2080 Silas Deane Hwy
- Time zone
- ET (UTC-5)
- Office locations
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