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- Custodian
- Bank OF America · Charles Schwab & Company · Deutsche Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
About Leslie Gale Advisors, LLC
Glenmede is a privately owned, independent boutique wealth and investment manager serving high-net-worth individuals and families, family offices, endowments, and foundations, with a separate investment management arm for institutions, consultants, and financial advisors. It delivers customized portfolio and wealth solutions with a long-term, research-led approach, and highlights a 4:1 employee-to-client ratio and 65+ years of experience.
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Owner & Executives
STEVEN A SCHNEIDER
Chief Compliance Officer, Chief Operating Officer
- CRD
- #4332721
- Ownership
- 75% or more
LESLIE GALE MARTIN
Limited Partner
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,225,426 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,225,426 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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