G
Glenn Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,600,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
67
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
67
Average account size
$53,731
About
Glenn Asset Management provides personal investment management to individuals and families and extends services to related entities such as trusts, estates, family businesses, pension and profit-sharing plans, and other business entities. Its advisory services include portfolio construction, risk-exposure reviews, education funding, retirement planning (including Social Security timing), and charitable planning.
The firm follows a strategic asset-allocation approach that combines passive index/ETF exposures with selective active managers, dividend-paying stocks, and individual bonds or equities where security selection is judged to add value, relying primarily on fundamental analysis and client-supplied information. Portfolios are constructed on an individual basis (not model portfolios), use a written risk-assessment questionnaire, may be managed on a discretionary or non-discretionary basis, and are monitored daily with formal reviews at least quarterly; client assets are custodied at Altruist.
Notably, the firm’s client mix includes business entities and family businesses in addition to individual clients, a client type that is statistically uncommon among independent advisers of this size; as of January 1, 2026 the firm reported $3.6 million in discretionary assets across 67 client relationships. The firm does not accept commissions or referral fees, does not vote client proxies, and discloses the principal’s outside business activities (including rental-property investing and involvement in a family operating business) in its brochure.
Client services
Portfolio management
Expertise
General retirement planning
Social Security optimization
Charitable giving & philanthropy
Fee options
$0 - $250,000: 1% $250,000 - $500,000: 0.95% $500,000 - $1,000,000: 0.9% $1,000,000 - $1,500,000: 0.85% $1,500,000 - $2,000,000: 0.8%
Fee-only: Fees paid directly by clients; no commissions or referral fees accepted.
Main office location
Glenn Asset Management
Kenmore NY, United States
Number of offices
1
Most active in
Glenn Asset Management has reported serving >5 clients in these states in the last 12 months.
New York
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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