Glenn Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 315731
- Custodians
- ALTRUIST FINANCIAL
- Fee structure
- Percentage of AUM
- Client types
- Individuals99.58%
- Corporations / Businesses0.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Glenn Asset Management is an independent registered investment adviser organized as an LLC and owned by an individual proprietor. The firm provides fee-based portfolio management — charging a percentage of assets under management — and targets individuals, families and institutional clients. Its stated advisory focus is portfolio management for individuals and small businesses. The firm does not flag itself as an active ESG investor, is not identified as a multi-state adviser, and does not act 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 Equities50%
- Cash & Cash Equivalents50%
Contacts
1 of 1
Thomas Glenn
Product OwnerCRD 7418708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations