Glaze Capital Management, Inc. is a large advisory firm based in Los Altos. It manages $95.59 million of regulatory assets for 257 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Glaze Capital Management 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 Glaze Capital Management, Inc. is $95.59 million. The firm's AUM has gone down by -18% 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 Glaze Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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.
Nancy Lawrence Glaze has been acting as President since 1 Jan 2000. Thomas Andrew Glaze joined the executive team most recently as the Director.
The principal office where Glaze Capital Management, Inc. performs its advisory services is located at 4962 El Camino Real, Los Altos, CA 94022, 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 650-934-0920 or by fax 650-934-0924. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.glazecapital.com.