Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new hampshire > manchester > GLENWOOD INVESTMENT GROUP, LLC
GLENWOOD INVESTMENT GROUP, LLC
814 Elm Street
Suite 503
Manchester, New Hampshire 03101
Tel: 603-606-3391
About GLENWOOD INVESTMENT GROUP, LLC
GLENWOOD INVESTMENT GROUP, LLC, formally registered with the SEC as GLENWOOD INVESTMENT GROUP, LLC. The firm was established in 10/08/2021. They have over 6 offices throughout the country.
GLENWOOD INVESTMENT GROUP, LLC is a Manchester, New Hampshire based Financial Planning firm with nearly $141,504,017 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132950 |
| SEC# | 801-121991 |
| Assets Managed by Firm | $141,504,017 |
| No. of Clients | 355 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 355 | $141,504,017 |
| Individuals (other than high net worth individuals) | 355 | $141,417,913 |
| Charitable organizations | Fewer than 5 clients | $86,104 |
More Retirement Planning firms in Manchester, New Hampshire:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
| $3,108,813,749 | 1858 | 45 |
Explore More Retirement Advisors in Manchester, New Hampshire