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DENNIS GLYNN, CPA
GLYNN, DENNIS CHARLES
CRD 129744
2080 SILAS DEANE HIGHWAY, SUITE 304, ROCKY HILL, CT, 06067, United States
Phone
860-563-1040
Fax
860-563-0013
Registration
— (—)
Source
State registered
Total AUM
$43.7M
Discretionary AUM
$43.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2025-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $23.7M |
| High net worth individuals | 7 | $20.0M |
Official SEC filing: View on IAPD