RIA Intel›Advisers›California›GLENMORE FINANCIAL, INC.

GLENMORE FINANCIAL, INC.

Advisory

CA

Data as of Jul 13, 2026 · Source: SEC Form ADV

Rank in CA
#3,887
of 5,480 advisers by AUM
Average account
$214K
across 151 accounts
AUM per adviser
$16M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM
$32M
Discretionary %
100%
Clients
38
Employees
2

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$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees2
Investment Advisers2
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.

FIGTREE FINANCIAL ADVISORS, LLC
SANTA CLARA, CA
$32M
ATTUNE FINANCIAL PLANNING, LLC
$32M
ALPINE WEALTH MANAGEMENT LLC
PALO ALTO, CA
$32M
-0.8% 1Y
MAYFIELD ASSOCIATES
LOS ANGELES, CA
$32M
-22.3% 1Y
10 STAR ASSET MANAGEMENT LLC
CARLSBAD, CA
$32M
BOULTON, MICHAEL DORN
$32M

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