Investment adviser · CRD 152158

GL INVESTMENT SERVICES, LLC

Investment adviser filing (IA)

WALTHAM, MA, United States · Form ADV filed Sep 22, 2014

Regulatory AUM
$134M
Form ADV · Item 5.F
Client accounts
287
Accounts, not individual clients
Employees
80
Reported in this filing
Advisory professionals
30
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 22, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

400 FIFTH AVE., 6TH FLOOR
WALTHAM, MA, 02451, United States

CRD 152158

Filing source

Form ADV 846012 · Sep 22, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.