Claim Profile
DG

David S Glynn

GLYNN CAPITAL MANAGEMENT, LLC·MENLO PARK, California
Unclaimed Profile
1540 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 4240258Firm CRD# 111296
01

About

David S Glynn is a registered financial advisor based in MENLO PARK, California, affiliated with GLYNN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
GLYNN CAPITAL MANAGEMENT, LLC
GLYNN CAPITAL MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
26
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4240258
Firm CRD# 111296
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David S Glynn offer?
David S Glynn specializes in Investment Management, Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are David S Glynn's credentials?
David S Glynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David S Glynn located?
David S Glynn is based in MENLO PARK, California, working with GLYNN CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does David S Glynn charge for services?
David S Glynn's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLYNN CAPITAL MANAGEMENT, LLC?
GLYNN CAPITAL MANAGEMENT, LLC has approximately 26 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty