D
CRD: 129744
Dennis Glynn, CPA
Rocky Hill, CT, 06067
8605631040
$43.7M Total AUM
$43.7M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-18-1997
- Office Locations
- 1
Office Locations
2080 Silas Deane Highway Suite 304 Rocky Hill CT
About Dennis Glynn, CPA
Dennis Glynn, CPA is a Rocky Hill-based RIA. The firm has been operating for 28 years. Managing $43.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$43.7M AVG AUM / ADVISOR
$460.0K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
28yrs Firm Age
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Asset Classes
Ridge Pioneer
Investment Themes
Focus summit Prime
Investment Vehicles
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Services
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Owner & Executives
D
DENNIS GLYNN
Owner
- CRD
- --
- Ownership
- 75% or more
(394) 429-5459
north.glacier@horizoncapital.com
in linkedin.com/in/ridge-optima
Showing 1 of 1 owners & executives
Unlock allContacts
D
DOUGLAS JOHN PACKARD
Accountant
- CRD
- #2839002
(883) 293-9440
glacier.prime@elementcapital.com
in linkedin.com/in/horizon-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,702,089 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,702,089 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,702,089
Equity - Exchange:
10.1% Cash:
33.5% Public Funds:
36.9% Corporate - Investment Grade:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $166,585,414 | 10.1% |
| Cash | $552,535,779 | 33.5% |
| Public Funds | $608,614,037 | 36.9% |
| Corporate - Investment Grade | $321,625,303 | 19.5% |
| Total | $1,649,360,533 | 100.0% |