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GLENWOOD INVESTMENT GROUP, LLC
CRD 132950 · SEC 801-121991
814 ELM STREET, SUITE 503, MANCHESTER, NH, 03101, United States
Phone
603-606-3391
Fax
603-626-6066
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.4M
Discretionary AUM
$192.3M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 319 | $94.3M |
| High net worth individuals | 51 | $104.8M |
| Charitable organizations | 2 | $307K |
States served
VT, AZ, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD