GLENFINNEN CAPITAL LLC

FORT WAYNE, Indiana·2 registered advisors·CRD# 159897
SEC# 801-78133260-490-5704
01

Firm Overview

AUM
$37M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at GLENFINNEN CAPITAL LLC

2 registered advisors
Daniel Mark Lancz
FORT WAYNE, Indiana
Jeffrey Scott Obrien
FORT WAYNE, Indiana
05

Office Locations

FORT WAYNE, Indiana
2 advisors

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Data sourced from SEC Form ADV filings. GLENFINNEN CAPITAL LLC (CRD# 159897) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.