firm profile
Glenwood Investment Group, LLC
Overview
Glenwood Investment Group, LLC is an SEC registered investment adviser based in Manchester, NH, registered since 2012. It reports $199M in assets under management across 372 accounts, with 4 employees. It has 3 investment adviser representatives.
- Reported AUM
- $199M
- Discretionary
- 96%
- Accounts
- 372
- Average account
- $536K
- Employees
- 4
- Advisory reps
- 3
- Registered since
- 2012
- Jurisdictions
- 6
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Thomas John Stephen Managing Member, Chief Compliance Officer CRD 6534724
Advisory reps 3 of 3
- John Thomas Dougherty Investment Adviser Rep CRD 7307034
- Charles Leonard Stephen Investment Adviser Rep CRD 2378115
- Thomas John Stephen Insurance Agent · Investment Adviser Rep CRD 6534724
Location
- Headquarters
- 814 Elm St Ste 503
Manchester, NH 03101 - County
- Hillsborough
- Metro area
- Manchester-Nashua, NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: glenwoodinvestment.com
Every state, with registration dates
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