Overview
Assets Under Management: $171 million
Headquarters: MANCHESTER, NH
Frequently Asked Questions
GLENWOOD INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132950), GLENWOOD INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
GLENWOOD INVESTMENT GROUP, LLC is headquartered in MANCHESTER, NH.
According to their SEC Form ADV, GLENWOOD INVESTMENT GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GLENWOOD INVESTMENT GROUP, LLC manages $171 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, GLENWOOD INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 943
Discretionary Accounts: 928
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 132950
Filing ID: 1952651
Last Filing Date: 2025-03-07 12:01:00
Website: https://glenwoodinvestment.com