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Charles Leonard Stephen

GLENWOOD INVESTMENT GROUP, LLC·MANCHESTER, New Hampshire
Unclaimed Profile
814 ELM STREET, MANCHESTER, NH 03101CRD# 2378115Firm CRD# 132950
01

About

Charles Leonard Stephen is a registered financial advisor based in MANCHESTER, New Hampshire, affiliated with GLENWOOD INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GLENWOOD INVESTMENT GROUP, LLC
GLENWOOD INVESTMENT GROUP, LLC
AUM
$142M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GLENWOOD INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2378115
Firm CRD# 132950
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Leonard Stephen offer?
Charles Leonard Stephen specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER, New Hampshire for a consultation.
What are Charles Leonard Stephen's credentials?
Charles Leonard Stephen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Leonard Stephen located?
Charles Leonard Stephen is based in MANCHESTER, New Hampshire, working with GLENWOOD INVESTMENT GROUP, LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Charles Leonard Stephen charge for services?
Charles Leonard Stephen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLENWOOD INVESTMENT GROUP, LLC?
GLENWOOD INVESTMENT GROUP, LLC has approximately 5 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)HANOVER (37)LEBANON (25)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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