Overview
Assets Under Management: $1.1 billion
Headquarters: HARRISONBURG, VA
High-Net-Worth Clients: 227
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,217
Discretionary Accounts: 1,197
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 298283
Last Filing Date: 2025-03-04 00:00:00
Website: https://gllwealth.com