GLASGOW PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $120.0M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $120.0M |
| Client Accounts | 7 |
| Avg Account Size | $17.1M |
| Employees | 1 |
| Peak AUM | $139.0MMar 2023 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $120M | +20.6% | 4.8% | 1.3% | |
| Non-Disc. AUM | $120M | ||||
Key Metrics
| Total AUM | $120.0M |
| Discretionary | $0 |
| Employees | 1 |
| Client Accounts | 7 |
| Client Range | 0 |
Contact & Location
Phone
610-494-1322
Filing History
29 ADV Part 1 submissions
Fee Structure
Fixed FeesCommissions
Advisory Services
Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$120M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported