OLD GLORY ASSET MANAGEMENT LLC
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
FINTRXOverview
Old Glory Asset Management LLC is an SEC‑registered investment adviser organized as a limited liability company that focuses on institutional portfolio management and selection of other advisers. The firm operates as a capital allocator for a small number of institutional clients and charges fees based on a percentage of assets under management. Its advisory mandate centers on discretionary management, with an emphasis on publicly traded equities as the principal allocation tool. The firm does not position itself as an active ESG investor and is not structured primarily as a multi‑state adviser or pension consultant. Its stated advisory activities emphasize managing portfolios for businesses or institutions and sourcing external managers where appropriate, suggesting a blend of in‑house portfolio oversight and delegated manager relationships.
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 Equities80%
- US Government Bonds8%
- Investment Grade Corp Bonds7%
- Non-Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1MARY DOUGHERTY
CEO & Co-FounderCRD 2302342
Contacts
1 of 1JOHN DOUGHERTY
President, Co-FounderCRD 1947270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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