Gladstone Management Corporation
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Overview
Gladstone Management Corporation operates as a financial advisory firm that has its headquarters in Mc Lean, Virginia. Gladstone Management Corporation has $4.0 billion in assets under management across four client accounts, placing it among the largest firms in the country by assets under management (AUM). It has an average-sized group, including 40 financial advisors. Gladstone Management Corporation is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, bonds and stocks.
Gladstone Management Corporation manages all of the company's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without needing client authorization. The advisory firm's typical account size is $994.0 million. The typical advisor at Gladstone Management Corporation administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's central office is located at 1521 Westbranch Drive, Mc Lean, Virginia 22102. Gladstone Management Corporation is permitted to provide services to customers throughout a number of states, including California, Florida, New York, Oklahoma, Texas, Virginia and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gladstone Management Corporation by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4.0 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
45
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$994.0 million
Fee Structure
Fees for financial management largely depend on which service is offered. However, fees charged by the company can include some blend of the following fee structures: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Gladstone Management Corporation provides services to business development companies and other. Out of its four customers, Gladstone Management Corporation's biggest client type is other. None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gladstone Management Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gladstone Management Corporation
Dallas, TX
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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