Glenmore Financial, Inc, Lifesighted
Firm details
- Headquarters
- ,
- CRD number
- 145500
- Website
- glenmorefinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.38%
- Individuals16.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Glenmore Financial, Inc, Lifesighted is an independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing arrangements are flexible: advisors charge a percentage of assets under management and also offer hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not operate as a capital allocator or pension consultant.
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 Equities68%
- US Government Bonds22%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 3Barbara Hance
SecretaryCRD 6913653

Donald Hance
FounderCRD 5446788

Donald Hance
Founder & Financial PlannerCRD 6314528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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