GL Trust, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,400,000
Total clients
155
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
155
Average account size
$144,516
About
GL Trust provides investment advisory and financial planning services to individual and high‑net‑worth clients through both discretionary and non‑discretionary managed accounts and stand‑alone planning engagements. As a single‑adviser independent firm, it manages roughly $22.4 million for about 155 client relationships.
The firm’s investment process emphasizes asset allocation tailored to each client’s stated objectives and risk tolerance, using tools such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies. GL Trust may recommend and select third‑party sub‑advisers through the Schwab Marketplace TAMP and performs due diligence and ongoing monitoring of those managers as part of its service model.
Notable aspects relative to peers include the combination of a solo adviser operating with a relatively large client base and the routine use of a TAMP to access external portfolio managers while rolling sub‑adviser services into its advisory offering. The firm also integrates consulting into its asset management engagements and makes explicit that it does not vote client proxies, leaving proxy decisions to clients.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Wealth management
Fee options
$1,300 to $3,000 per project
Under $100,000 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$350 - $500 per hour, negotiable
Main office location
GL Trust, Inc.
16131 Whittier Blvd, Suite 108
Whittier CA 90603, United States
Number of offices
1
Most active in
GL Trust, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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