Overview
Assets Under Management: $261 million
Headquarters: COLUMBIA, MD
High-Net-Worth Clients: 67
Average Client Assets: $3.3 million
Frequently Asked Questions
GLR PARTNERS 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 #334902), GLR PARTNERS is subject to fiduciary duty under federal law.
GLR PARTNERS is headquartered in COLUMBIA, MD.
GLR PARTNERS serves 67 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, GLR PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GLR PARTNERS manages $261 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, GLR PARTNERS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.96%
Average Client Assets: $3.3 million
Total Client Accounts: 674
Discretionary Accounts: 674
Regulatory Filings
CRD Number: 334902
Filing ID: 2080090
Last Filing Date: 2026-03-26 10:10:40