GLR Partners
Firm details
- Headquarters
- Columbia, Maryland
- CRD number
- 334902
- Registered since
- May 15, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.96%
- Individuals13.61%
- Corporations / Businesses0.43%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
GLR Partners is an independent, individually owned registered investment adviser that describes itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registered in 2025) and provides fee-based advisory services that include percentage-of-AUM billing and fixed fees. Core advisory capabilities listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers on behalf of clients. The firm does not identify itself 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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities30%
- Private Funds4%
- Other3%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$159M in ETFs
100%
$158M
0%
$317K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $19.3M | 288,796 | 12.15% |
Location
Columbia, MD
Howard
Location
Columbia, MD
Headquartered in Columbia, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Howard
- Address
- 8820 Columbia 100 Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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