DENNIS GLYNN, CPA
Firm details
- Headquarters
- ROCKY HILL, Connecticut
- CRD number
- 129744
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals54.13%
- HNWI45.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dennis Glynn, Cpa operates as an independent Registered Investment Advisor (RIA) and primarily serves individual and family clients. The firm focuses on financial planning services and portfolio management for small businesses and individuals. Dennis Glynn, as the sole proprietor, brings a background in accounting to the advisory space, emphasizing a blend of financial expertise and personalized service. The firm does not engage in active ESG investing and does not classify itself as a capital allocator.
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 Equities88%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds3%
- Investment Grade Corp Bonds1%
Contacts
2 of 2DENNIS GLYNN
OwnerCRD 2982407
DOUGLAS PACKARD
AccountantCRD 2839002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCKY HILL, CT
HARTFORD
Location
ROCKY HILL, CT
Headquartered in ROCKY HILL, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 2080 Silas Deane Hwy
- Time zone
- ET (UTC-5)
- Office locations
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