Glasgow Partners, LLC

RIASEC RegisteredEst. 2006
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

FINTRX

Overview

Glasgow Partners, LLC is a small, SEC‑registered advisory firm formed in 2006 and organized as a limited liability company under individual ownership. The firm serves an institutional client base and provides portfolio management services tailored to businesses and other institutions. Its fee model combines fixed fees with commission components. Glasgow Partners does not identify as an active ESG investor, is not structured as a capital allocator, and the reported assets appear to be managed on a primarily non‑discretionary basis.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 62%, Other 28%, State & Local Bonds 7%, Investment Grade Corp Bonds 3%62%
  • US Government Bonds62%
  • Other28%
  • State & Local Bonds7%
  • Investment Grade Corp Bonds3%

Contacts

1 of 1
  • Francis Campbell

    Francis Campbell

    Managing DirectorCRD 2257803

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth