Bradley
Glotzbach

Atlas Brown

CRD#2393997
Investment Advisor
in Louisville, KY

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About this Advisor

Bradley Glotzbach is a financial advisor based in Louisville, Kentucky, working with Atlas Brown. Bradley has previously held a position at Atlas Brown. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Bradley is part of Atlas Brown, which operates out of Louisville, Kentucky. The firm has 9 employees and manages assets totaling $455.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Atlas Brown includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

333 East Main Street Suite 400
Louisville, KY 40202-1259

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Atlas Brown Brokerage Details

Total Assets Under Management

$455,213,189

KY Average: $949,722,027
Total Number of Employees

9

KY Average: 35
Total Number of Accounts

1,120

KY Average: 1,296
Average Account Size

$406,440

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Bradley Glotzbach Work History

2009 - Present (15 years)

Atlas Brown

Disclosures

Please visit the SEC profile of Bradley Glotzbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Atlas Brown

Samuel Vonderheide
Louisville, KY
David Russell
Louisville, KY
Bradley Glotzbach
Louisville, KY
Michael Robinson
Louisville, KY
William Hancock Iii
Louisville, KY
Cherri Lamkin
Louisville, KY
Timothy Corley
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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