RIA Intel›Advisers›California›GLENCREST INVESTMENT ADVISORS, INC.

GLENCREST INVESTMENT ADVISORS, INC.

Advisory

CLAREMONT, CA

Data as of Jan 23, 2009 · Source: SEC Form ADV

Total AUM
$345M
1-Year AUM Growth
-12.9%
3-Year CAGR
+7.8%
Employees
0
Assets Under Management
Total AUM$345M
Discretionary AUM$312M
Non-Discretionary AUM$33M
Discretionary %90.4%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record25
First FilingApr 1, 2002
Latest FilingJan 23, 2009
🔒 Full AUM trend chart and 25 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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