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Building 2GLENWOOD INVESTMENT GROUP, LLC

Map pinMANCHESTER, NH
Phone603-606-3391
NotebookSEC #801-121991
Total AUM
$199.4M
Employees
4
Clients
372

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
814 ELM STREET
SUITE 503
MANCHESTER
NH 03101
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
603-606-3391
Other Offices
4

ReceiptFinancials

Total AUM
$199.4M
Accounts
372
Discretionary
$192.3M
Accounts
366
Non-Discretionary
$7.2M
Accounts
6

ContactClients

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Individual Clients
319
AUM
$94.3M
HNW Individual Clients
51
AUM
$104.8M
Charitable Organization Clients
2
AUM
$307.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMANHTXVT

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

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