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Building 2GLENCREST INVESTMENT ADVISORS, INC.

Map pinCLAREMONT, CA
Phone909-447-2079
NotebookSEC #801-61058
Total AUM
$344.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1490 NORTH CLAREMONT BLVD.
SUITE 100
CLAREMONT
CA 91711-3519
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
909-447-2079

ReceiptFinancials

Total AUM
$344.9M
Accounts
620
Discretionary
$311.9M
Accounts
559
Non-Discretionary
$33M
Accounts
61

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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