RIA Intel›Advisers›California›GL TRUST, INC.

GL TRUST, INC.

Advisory

WHITTIER, CA

Data as of May 6, 2026 · Source: SEC Form ADV

Rank in CA
#4,196
of 5,480 advisers by AUM
Average account
$145K
across 155 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
155
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients155
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CORE INVESTMENT MANAGEMENT, LLC
NEWPORT BEACH, CA
$22M
B. RILEY ASSET MANAGEMENT, LLC
LOS ANGELES, CA
$22M
+4.3% 1Y
BENE WEALTH MANAGEMENT COMPANY
BURBANK, CA
$22M
MWM 1835, LLC
LA JOLLA, CA
$22M
-78.7% 1Y
CROSSMARKET CAPITAL, LLC
NEWPORT BEACH, CA
$22M
MEYER FINANCIAL ADVISORS, INC.
$23M

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