G
$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-14-2021
- Office Locations
- 1
Office Locations
-- Kenmore NY
About Glenn Asset Management
Glenn Asset Management is a Kenmore-based RIA. The firm has been operating for 4 years. Managing $3.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
$51.4K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
Thomas John Glenn
Owner
- CRD
- #7418708
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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