Glenmore Advisors, LLC is a large advisory firm based in Atlanta. It manages $124.61 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Georgia.
Glenmore Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Glenmore Advisors, LLC is $124.61 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Glenmore Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Leonard Chad Fernandez has been acting as President since 1 Mar 2010. Marcus Vann Griffin has served as the Chief Investment Officer since 1 Aug 2011. Mary Kennon Caithness Woodson joined the executive team most recently as the Secretary.
The principal office where Glenmore Advisors, LLC performs its advisory services is located at 3715 Northside Parkway, Nw, Atlanta, GA 30327, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-865-3333 or by fax 877-740-1620. The normal business hours are 9am-5pm on Monday - Friday.