Glasgow Partners, LLC
RIASEC Registered
Total AUM
$120M
Discretionary
$0
0% of AUM
Avg account
$17.1M
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 139607
- Registered since
- June 6, 2006
- Fee structure
- Fixed Fees, Commissions
- Client types
- Banking / Thrift Institutions99.39%
- Pension & Profit Sharing Plans0.61%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Glasgow Partners, LLC is a privately owned institutional registered investment adviser that has been SEC-registered since 2006. The firm serves an institutional client base and focuses on portfolio management for businesses or other institutions. Its fee model combines fixed fees and commissions. Available data indicate Glasgow Partners is not a multi-state adviser, does not position itself as a capital allocator, and does not identify as an active ESG investor or pension consultant.
Assets & Accounts
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
- US Government Bonds62%
- Other28%
- State & Local Bonds7%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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