Glenn Asset Management

Overview

Glenn Asset Management is a small, privately held advisory firm operating as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and manages only discretionary mandates. Its client base spans individual and family clients as well as some institutional relationships, and the firm reports a clear preference for liquid equity allocations. Glenn Asset Management does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant. Investment activity centers on publicly traded equity exposure as the primary portfolio building block, with supplemental allocations to real estate through external managers. Given the firm’s scale and average client size, its approach appears suited to delivering straightforward, equity-focused portfolios with targeted alternative exposure for diversification and income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices