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Building 2GLR PARTNERS

Map pinCOLUMBIA, MD
Phone410-446-9094
NotebookSEC #801-132581
Total AUM
$260.7M
Employees
5
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8820 COLUMBIA 100 PARKWAY
SUITE 230
COLUMBIA
MD 21045
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
410-446-9094

ReceiptFinancials

Total AUM
$260.7M
Accounts
674
Discretionary
$260.7M
Accounts
674
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
103
AUM
$35.5M
HNW Individual Clients
67
AUM
$224.1M
Pension/Profit Sharing Plan Clients
1
AUM
$15.4K
Corporation or Business Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNYVA

HandshakeAffiliates

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

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