A complete list of active advisors currently associated with Glatt and Associates, LLC
Warmer can help you find a great advisor at Glatt and Associates, LLC or one who fits your needs even better.
Glatt and Associates, LLC provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing roughly $32.8 million for a small client base. The firm also offers CFO-style management consulting for business owners and, as a California-licensed insurance agent, makes insurance recommendations that it discloses are commission-based. Portfolios are built around asset-allocation strategies using no-load or load-waived mutual funds and exchange-traded funds, with Morningstar research used to review funds and model portfolios. The adviser emphasizes a long-term horizon, conducts at least quarterly account reviews, allows clients to impose reasonable restrictions, and accommodates clients who elect to hold individual securities within their accounts. Distinctive features include the principal’s dual role as a licensed insurance agent and as a provider of business/CFO consulting—activities that comprise a substantial portion of the firm’s time and are uncommon among solo independent advisers. As a single-advisor practice serving about two dozen clients, the firm combines investment management, planning, consulting, and insurance recommendations in an integrated, small-team setting that differs from typical independent advisory practices.
To learn more about the advisors currently working at Glatt and Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Moorpark, CA
| 23
|
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