Overview
Assets Under Management: $171 million
Headquarters: MANCHESTER, NH
High-Net-Worth Clients: 1
Average Client Assets: $170 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.84
Average High-Net-Worth Client Assets: $170 million
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