Glaze Capital Management, Inc. (Los Altos)

Name: Glaze Capital Management, Inc.
Address: 4962 El Camino Real, Los Altos, CA, 94022
Telephone: 650-934-0920

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.

Glaze Capital Management: assets under management

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 firm manages $93.94 million in discretionary accounts and $1.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $507.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $22.92 thousand.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Glaze Capital Management, Inc.

Nancy Lawrence Glaze has been acting as President since 1 Jan 2000. Thomas Andrew Glaze joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Allen Glaze	President	1 Jan 2000	75% - 100%	xxx-xx-xxxx
Nancy Lawrence Glaze	Director	1 Jan 2000	Other	4378346
Thomas Andrew Glaze	Director	1 Jul 2006	Other	4896021

Based in Los Altos

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.