GLR Partners

RIASEC RegisteredEst. 2025
Total AUM
$261M
Discretionary
$261M
100% of AUM
Avg account
$387K
Accounts
674
Employees
5
Advisory reps
4

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

FINTRX

Overview

GLR Partners is an independent, SEC-registered registered investment adviser that operates as a limited liability company and is individually owned. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. GLR charges fees as a percentage of assets under management and via fixed fees. The adviser identifies itself as a capital allocator rather than a single-strategy shop and does not list ESG investing among its active priorities. The firm registered with the SEC in 2025 and is not listed as a multi-state adviser or as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 30%, Private Funds 4%, Other 3%, Cash & Cash Equivalents 2%, US Government Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities30%
  • Private Funds4%
  • Other3%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2

  • Kevin Kim

    Chief Compliance OfficerCRD 8004229

  • Wayne Lavallee

    Wayne Lavallee

    Co-CEO, Managing PartnerCRD 2801169

Contacts

2 of 2
  • Richard Gaige

    Richard Gaige

    Managing PartnerCRD 4581002

  • Jeremy Reed

    Jeremy Reed

    Managing PartnerCRD 5929998

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$154M in ETFs

Passive

99%

$153M

Active

<1%

$925K

ETFProviderStyleCategoryValueShares% of portfolio
PACER US CASH COWS 100 ETF (COWZ)PassiveMid Cap Value$17.7M285,16911.50%
Unlock additional holdings →

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth