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GL INVESTMENT SERVICES, LLC
GL INVESTMENT SERVICES, LLC
WALTHAM, Massachusetts
·
2 registered advisors
·
CRD# 152158
SEC# 801-71436
866-848-6970
01
Firm Overview
AUM
$134M
Regulatory assets under management
Employees
80
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GL INVESTMENT SERVICES, LLC
2 registered advisors
Daniel John Thibeault
WALTHAM, Massachusetts
CRD# 3102830
John Joseph Donohue
WALTHAM, Massachusetts
CRD# 1552418
05
Office Locations
WALTHAM, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. GL INVESTMENT SERVICES, LLC (CRD# 152158) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.