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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- GlacierFrontier peak
- Established Date
- 08-30-2021
- Office Locations
- 1
Office Locations
About Financial Spyglass®
Financial Spyglass is a boutique RIA in Rye, NY providing a disciplined Financial Life Strategy and ongoing Financial Life Plan reviews built around after-tax cash flow, spending, and goals across life and legacy. The firm helps individuals and families reduce debt, improve money conversations, and stay on track with engaging planning touchpoints, alongside portfolio construction, tax/estate, and insurance planning. Investment implementation commonly uses ETFs and mutual funds; custody includes Schwab.
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Owner & Executives
LOUISE HUTCHINS BRYANT
Chief Compliance Officer, PRINCIPAL
- CRD
- #6168655
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,591,864 | -- |
| Total | $9,591,864 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,591,864
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,915,513,660 | 60.0% |
| Cash | $1,943,675,773 | 40.0% |
| Total | $4,859,189,433 | 100.0% |