GL TRUST, INC.

Overview

GL Trust, Inc. is an independent registered investment adviser owned by an individual and focused on serving individuals and families. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. The firm charges clients using a mix of asset-based fees, hourly fees, and fixed fees rather than relying on commission-based revenue. The firm reports it is not an active ESG investor, does not act as a capital allocator, and is not organized as a multi-state or related adviser. Its profile is consistent with a small, client-facing RIA that blends planning and discretionary portfolio management for retail clients.

Assets & Accounts

Investments & Alternatives