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Building 2GLENN WEALTH MANAGEMENT SERVICES, LLC

Map pinDALLAS, TX
Phone972-831-8867
NotebookSEC #801-119762
Total AUM
$170.9M
Employees
1
Clients
462

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14180 DALLAS PARKWAY
SUITE 500
DALLAS
TX 75254
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
972-831-8867

ReceiptFinancials

Total AUM
$170.9M
Accounts
628
Discretionary
$170.9M
Accounts
628
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
418
AUM
$93.3M
HNW Individual Clients
35
AUM
$72.1M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
8
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMONCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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