CRD: 132950
Glenwood Investment Group, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Meridian atlasCrest element +more
- Established Date
- 01-04-2005
- Office Locations
- 1
Office Locations
About Glenwood Investment Group, LLC
Glenwood Investment Group is a Manchester, NH financial planning and investment management firm serving multi-generational clients with goal-based portfolio strategy, retirement planning, tax and insurance planning, and wealth transfer support. Founded in 1998, the team uses its MyPlan process and risk-tolerance analysis to keep plans aligned as life changes. A differentiator for prospects is its structured “Second Opinion” review, including asset allocation, tax-savings and fee/value comparisons; custody includes Schwab.
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Owner & Executives
THOMAS JOHN STEPHEN
Chief Compliance Officer, PRINCIPAL
- CRD
- #6534724
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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John Thomas Dougherty
--
- CRD
- #7307034
CHARLES LEONARD STEPHEN
--
- CRD
- #2378115
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,259,561 | $525,299 |
| Non-Discretionary | $7,166,838 | $1,194,473 |
| Total | $199,426,399 | $536,092 |
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Separately Managed Accounts
Total SMA Asset: $199,426,399
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $585,447,909 | 18.0% |
| Cash | $1,483,134,702 | 45.6% |
| Equity - Exchange | $1,183,905,771 | 36.4% |
| Total | $3,252,488,382 | 100.0% |