Glenmore Financial, Inc, Lifesighted

RIASEC Registered
Total AUM
$32.2M
Discretionary
$32.2M
100% of AUM
Avg account
$214K
Accounts
151
Employees
2
Advisory reps
3

Firm details

Headquarters
,
CRD number
145500
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI83.38%
  • Individuals16.62%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Glenmore Financial, Inc, Lifesighted is an independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing arrangements are flexible: advisors charge a percentage of assets under management and also offer hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, US Government Bonds 22%, Cash & Cash Equivalents 6%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%68%
  • Exchange Traded Equities68%
  • US Government Bonds22%
  • Cash & Cash Equivalents6%
  • State & Local Bonds2%
  • Investment Grade Corp Bonds2%

Contacts

3 of 3
  • Barbara Hance

    SecretaryCRD 6913653

  • Donald Hance

    Donald Hance

    FounderCRD 5446788

  • Donald Hance

    Donald Hance

    Founder & Financial PlannerCRD 6314528

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth