Glenn Martin Eisenberg is a large advisory firm based in Naples. It manages $39.7 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Glenn Martin Eisenberg provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Glenn Martin Eisenberg is $39.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% 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 Glenn Martin Eisenberg 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.
The principal office where Glenn Martin Eisenberg performs its advisory services is located at 5150 Tamiami Trail North, Naples, FL 34103, 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 239-263-8100 or by fax 239-263-1136. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.