Overview
Assets Under Management: $767 million
Headquarters: FARMINGTON, MI
High-Net-Worth Clients: 123
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,883
Discretionary Accounts: 3,859
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 152339
Filing ID: 1993491
Last Filing Date: 2025-05-28 09:11:00
Website: https://glpwins.com