Dennis Glynn, Cpa

Overview

Dennis Glynn, Cpa operates as a sole-proprietor independent registered investment adviser serving individual and family clients. The firm is run by Dennis Glynn, Cpa in an accountant/advisor capacity, combining financial planning with portfolio management for individuals and small businesses. Compensation is through a combination of a percentage of assets under management and hourly fees. The adviser does not position itself as an active ESG investor and appears focused on a domestic client base rather than multi-state advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices