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Glenmore Financial, Inc.

Glenmore Financial, Inc.. CRD 145500

G

CRD: 145500

Glenmore Financial, Inc.

Hermosa Beach, CA
3104543202
$32.2M Total AUM
$32.2M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
01-01-2008
Office Locations
1

Office Locations

-- Hermosa Beach CA

About Glenmore Financial, Inc.

Glenmore Financial is a fee-only RIA providing comprehensive financial planning, investment advice, and tax preparation. The team tailors portfolios to client objectives and risk tolerance using a defined investment philosophy, with an ETF- and fixed-income-oriented mix. Custodied at Schwab, the firm emphasizes objective guidance with no product sales or commissions.

Team overview

37 AVG AGE
$16.1M AVG AUM / ADVISOR
$732.9K AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age

Insights

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Investment Themes

Beacon horizon Vector

Investment Vehicles

Pathway

Services

Crest oak Harbor momentum Oak Beacon Prime

Owner & Executives

D

DONALD WILLIAM HANCE

Chief Compliance Officer, President, Vice President

CRD
#5446788
Ownership
75% or more
(894) 724-1347
bridge.harbor@insightcapital.com
in linkedin.com/in/unison-catalyst
B

Barbara Sue Hance

Certified Financial Planner, Secretary

CRD
--
Ownership
Less than 5%
(850) 979-3638
zenith.radial@wavecapital.com
in linkedin.com/in/legacy-glacier
M

Meridian delta

Pioneer bridge

CRD
#12705
Ownership
11.5%
(563) 783-3084
legacy.eagle@beaconcapital.com
in linkedin.com/in/glacier-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $32,248,282 --
Non-Discretionary $0 --
Total $32,248,282 --

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Separately Managed Accounts

Total SMA Asset: $32,248,282

$32.2M Total SMA
Equity - Exchange:
22.4%
U.S. Government/Agency:
16.5%
Cash:
18.0%
Corporate - Investment Grade:
26.9%
Municipal Bonds:
16.2%
Asset class Assets Assets %
Equity - Exchange $1,224,735,542 22.4%
U.S. Government/Agency $902,148,948 16.5%
Cash $984,162,489 18.0%
Corporate - Investment Grade $1,470,776,164 26.9%
Municipal Bonds $885,746,240 16.2%
Total $5,467,569,383 100.0%

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