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Gladwyn Financial Advisors, Inc.

● SEC registered since 2024CRD 135544SEC# 801-131574
Export (members)
Reg. AUM
$146M
Employees
2
Accounts
363
Location
—

Gladwyn Financial Advisors, Inc. assets under management

Gladwyn Financial Advisors, Inc. is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $146 million in regulatory assets under management and employs 2 people.
www.gladwynfinancial.comView on SEC.gov ↗

Gladwyn Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Polly Ann Murray ControlVice President50-75%2004
Timothy Terrence Murray ControlPresident, Cco50-75%2004

Frequently asked questions

How much does Gladwyn Financial Advisors, Inc. manage?

Gladwyn Financial Advisors, Inc. reports $146 million in regulatory assets under management on its Form ADV.

How many employees does Gladwyn Financial Advisors, Inc. have?

Gladwyn Financial Advisors, Inc. reports 2 employees.

Does Gladwyn Financial Advisors, Inc. disclose fund performance?

Gladwyn Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone703-810-8424
Fax703-991-5519
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129M
Non-discretionary$17M
Total (RAUM)$146M