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MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC
CRD 145151 · SEC 801-133988
5815 OLEANDER DRIVE, SUITE 260, WILMINGTON, NC, 28403, United States
Phone
910-742-0509
Fax
910-210-0166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.5M
Discretionary AUM
$206.5M
Team
9 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $50.2M |
| High net worth individuals | 69 | $155.6M |
States served
CA, GA, LA, NC, SC, VA
All web addresses on file
Official SEC filing: View on IAPD