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Gladstone Institutional Advisory LLC

● SEC registered since 2015CRD 250787SEC# 801-101532Palm Beach Gardens, FL
Export (members)
Reg. AUM
$4.94B
Employees
163
Accounts
17,810
Location
Palm Beach Gardens, FL

Gladstone Institutional Advisory LLC assets under management

Gladstone Institutional Advisory LLC is a registered investment adviser overseen by the SEC based in Palm Beach Gardens, FL. The firm has been registered since 2015. It reports $4.9 billion in regulatory assets under management and employs 163 people.
www.facebook.com/gladstonewealthView on SEC.gov ↗

Gladstone Institutional Advisory LLC owners & executives

11 reported
NameTitleOwnershipSince
Craig Adam Kessler ControlChief Investment OfficerUnder 5%2020
Evan Lasse Baldwin ControlChief Compliance OfficerUnder 5%2025
Integrity Wealth, LLC. ControlMemberOver 75%2024
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Frequently asked questions

How much does Gladstone Institutional Advisory LLC manage?

Gladstone Institutional Advisory LLC reports $4.9 billion in regulatory assets under management on its Form ADV.

How many employees does Gladstone Institutional Advisory LLC have?

Gladstone Institutional Advisory LLC reports 163 employees.

Where is Gladstone Institutional Advisory LLC located?

Gladstone Institutional Advisory LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2015.

Does Gladstone Institutional Advisory LLC disclose fund performance?

Gladstone Institutional Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL 33408
Phone(908)-719-1313
Fax(908)-719-1331
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1766530
Discloses disciplinary historyYes

Assets under management

Discretionary$4.93B
Non-discretionary$14.5M
Total (RAUM)$4.94B