Old Glory Asset Management LLC

RIASEC RegisteredEst. 2003

Total AUM

$656M

Discretionary

$656M

100% of AUM

Avg account

$31.2M

Accounts

21

Employees

2

Advisory reps

2

Firm details

Headquarters: Malvern, Pennsylvania
CRD number: 126013
Registered since: April 3, 2003
Website: www.oldgloryam.com
Custodians: FIRST HAWAIIAN BANK, U.S. BANK, N.A., AMALGAMATED BANK, BANK OF LABOR
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans70.56%
Corporations / Businesses25.21%
Other4.22%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Old Glory Asset Management LLC is an institutional registered investment adviser organized as an LLC and operating since 2003. The firm serves institutional clients and acts as a capital allocator, managing portfolios for businesses and institutions and engaging third-party advisers where appropriate. Its fee model is based on a percentage of assets under management. Old Glory is not positioned as an ESG-focused manager and does not report multi-state adviser status or pension consulting as part of its core services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities80%
US Government Bonds8%
Investment Grade Corp Bonds7%
Non-Investment Grade Corp Bonds2%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Mary Dougherty
CEO & Co-FounderCRD 2302342

Contacts

1 of 1

John Dougherty
President, Co-FounderCRD 1947270

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Malvern, PA

Chester

Location

Malvern, PA

Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Chester
Address: 5 Great Valley Pkwy
Time zone: ET (UTC-5)
Office locations

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