GLR Investment Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$637,332
Clients
3
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$212,444
About
GLR Investment Advisory LLC offers discretionary portfolio management to individual clients through a proprietary, web-based advisory platform that generates tailored recommendations. The firm implements model portfolios across a range of instruments — including equities, corporate debt, mutual funds, ETFs (including leveraged ETFs), options, and short-term cash management — and charges advisory fees based on a percentage of assets under management.
Clients engage with the platform by entering financial circumstances and objectives online; the software analyzes those inputs, proposes shorter-term targets and portfolio allocations, and the firm implements trades after the client electronically signs the management agreement. The firm describes its investment methods as a mix of fundamental analysis, modern portfolio theory, long-term purchases, option strategies and occasional frequent trading, and it reviews and adjusts its algorithms at least quarterly.
The firm’s operating model is primarily internet-based, requiring electronic authorization through its client portal and supporting custodial relationships with Alpaca Securities LLC and Interactive Brokers LLC, which distinguishes it from most supported firms that rely more on traditional advisor-client interactions. Its brochure reports regulatory assets under management of about $637,333 as of December 31, 2025, and the combination of a small asset base with algorithm-driven model management and active use of leveraged ETFs and option writing is noteworthy for a firm of this scale.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$25,000 - $100,000: .48% $100,001 - $250,000: .46% $250,001 - $500,000: .42% $500,001 - $1,000,000: .36% Above $1,000,000+: .24%
$25 per month data and technology fee if assets under $100,000, may be waived at discretion
Account minimum: $25,000 Minimum fee: $10 per month for clients with assets less than $25,000 Fee-only: Fee-only advisory services; no commissions charged
Main office location
GLR Investment Advisory LLC
New York NY, United States
Number of offices
1
Most active in
GLR Investment Advisory LLC 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.
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