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| Glenwood Investment Group LLC
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|
|---|---|
| CRD # | 132950 |
| SEC # | 801-121991 |
| CIK # | |
| AUM | $199.4 M (2026-03-06) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 603-606-3391 |
| Address | 814 Elm Street Manchester, NH 03101 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 94.3 |
| (b) Individuals (high net worth individuals) | 51 | 104.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 372 | 199.4 |
| By Discretionary | ||
| Discretionary | 366 | 192.3 |
| Non-Discretionary | 6 | 7.2 |
| Total | 372 | 199.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.4 | |
| Total | 372 | 199.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Putney Financial Group LLC
✚
|
CA | 0.2 |
|
Blue Marble Investments LLC
✚
|
CA | 0.2 |
|
Donalies Financial Planning LLC
✚
|
0.2 | |
|
Daner Wealth Management LLC
✚
|
GA | 0.2 |
|
Pacific Financial Strategies Inc
✚
|
CA | 0.2 |
|
My Portfolio Guide LLC
✚
|
CA | 0.2 |
|
WH CornerStone Investments Inc
✚
|
MA | 0.2 |
|
Barron Financial Group LLP
✚
|
CT | 0.2 |
|
Welch Financial Planning LLC
✚
|
CO | 0.2 |
|
RMDR Advisors Inc
✚
|
0.2 |