GG

Gregory a Glidden

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
4,484 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$16.9B

Fee Structure

Minimum Investment:$50K

Fees for Separately Managed Accounts (SMAs) are negotiable and typically range from 0.35% to 1.00% annually, but may not exceed 2.00%. Clients may also incur charges from custodians, mutual funds, ETFs, and brokerage commissions. Fees for other advisory services are negotiated based on the complexity and nature of the assignment. The firm may negotiate alternative fees or reduce minimum account sizes on a case-by-case basis.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

3050 K. St Nw, Suite 201, Washington, DC, 20007

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
F/m Investments LLC
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Zcm
June 2020 - May 2024 · 3 yrs 11 mos
Ziegler Capital Management, LLC
December 2014 - June 2020 · 5 yrs 6 mos
Missouri Valley Partners, INC.
September 2000 - November 2014 · 14 yrs 2 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.