Glenn
Arons
Gries Financial LLC
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About this Advisor
Glenn Arons is a financial advisor based in Potomac, Maryland, working with Gries Financial LLC. Glenn has previously held positions at Park Avenue Securities LLC and Assets, LLC. Glenn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Glenn is part of Gries Financial LLC, which operates out of Potomac, Maryland. The firm has 1 office and 30 employees. The firm manages assets totaling $1.3 billion and 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Gries Financial LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gries Financial LLC Brokerage Details
$1,284,124,602
30
1,731
$741,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Glenn Arons Work History
Assets, LLC
Park Avenue Securities LLC
Disclosures
Please visit the SEC profile of Glenn Arons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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