Dakota
Dakota
Book a Demo
Talk to an Expert

GLR Partners

EST. AUM
$260,700,422

CONTACTS
3

CLIENT ACCOUNTS
674

Firm Details

Metro area Baltimore
CRD Number 334902
Website glrpartners.net
Client types

Overview

GLR Partners, LLC is a Maryland-based investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm specializes in personalized financial planning and investment management services for individuals, including high-net-worth clients, as well as entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. GLR Partners offers both discretionary and non-discretionary investment management, tailoring portfolios to each client’s financial goals and risk tolerance by utilizing a broad range of securities and investment strategies. The firm also collaborates with unaffiliated external managers when appropriate and provides comprehensive financial planning and consulting services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy