G
$637.3K Total AUM
$637.3K Disc. AUM
-- 3Y CAGR
2 Employees
3 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Alpaca · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2023
- Office Locations
- 1
Office Locations
-- NEW York NY
About GLR Investment Advisory LLC
GLR Investment Advisory is a New York–based investment advisory firm focused on retail clients, including entrepreneurs. The team provides portfolio construction and insurance-related guidance, allocating primarily through ETFs and mutual funds with exposure that can include fixed income and alternatives such as hedge funds and real estate. Custody is supported via Alpaca.
Team overview
-- AVG AGE
$637.3K AVG AUM / ADVISOR
$212.4K AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LAURA LATI
Chief Compliance Officer, Private Equity Analyst
- CRD
- #7823395
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $637,332 | $212,444 |
| Non-Discretionary | $0 | -- |
| Total | $637,332 | $212,444 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing