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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2008
- Office Locations
- 1
Office Locations
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
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
DONALD WILLIAM HANCE
Chief Compliance Officer, President, Vice President
- CRD
- #5446788
- Ownership
- 75% or more
Barbara Sue Hance
Certified Financial Planner, Secretary
- CRD
- --
- Ownership
- Less than 5%
Meridian delta
Pioneer bridge
- CRD
- #12705
- Ownership
- 11.5%
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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
| 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% |