Iniciar sesión Regístrese gratis

The Glowacki Group, LLC (Los Angeles)


The Glowacki Group, LLC is a large advisory firm based in Los Angeles. It manages $338.58 million of regulatory assets for 407 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Louisiana, and Texas.

Logo

The Glowacki Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Glowacki Group: assets under management

The assets under management (AUM) of The Glowacki Group, LLC is $338.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 448% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $338.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $831.9 thousand each.
The Glowacki Group has custody of $454 thousand in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Glowacki Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where The Glowacki Group, LLC performs its advisory services is located at 11400 W. Olympic Boulevard, Los Angeles, CA 90064, 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 310.473.0100 or by fax 310.479.3145. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at glowackigroup.com.


Registered investment advisers similar to The Glowacki Group, LLC