Glenn Asset Management
RIAState Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$51.4K
Accounts
70
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 315731
- Custodians
- ALTRUIST FINANCIAL
- Fee structure
- Percentage of AUM
- Client types
- Individuals99.58%
- Corporations / Businesses0.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Glenn Asset Management is an independent, single-owner registered investment adviser organized as an LLC that provides discretionary portfolio management primarily to individuals, families and small businesses. The firm charges clients on a percentage-of-assets basis and focuses its advisory work on direct portfolio management rather than pension consulting or institutional fiduciary services. Glenn Asset Management does not position itself as an ESG-focused allocator and appears to operate within a limited geographic footprint.
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 Equities50%
- Cash & Cash Equivalents50%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations