LP Profile

Glenwood Investment Group

Also known as glenwood

Wealth ManagerManchester, United StatesFounded 2004
$199M
Assets Under Management
Manchester
Headquarters
Investment Focus

About Glenwood Investment Group

Glenwood Investment Group is a financial planning and investment advisory firm based in Manchester, United States, founded in 2004. It reports about $199 million in assets under management. It serves individuals and families with investment planning, retirement planning, wealth protection and multi-generational wealth building. The firm offers a no-cost introductory meeting, helps clients define their goals, and provides ongoing guidance. It also provides an online planning tool called MyPlan by Glenwood, and describes insurance strategies as a means of protecting loved ones from unexpected financial consequences.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Glenwood Investment Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$199.4M
Total Clients
372
Filing Date
March 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Glenwood Investment Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Glenwood Investment Group?

Glenwood Investment Group is a wealth manager based in Manchester, United States, managing approximately $199M in assets.

Where is Glenwood Investment Group headquartered?

Glenwood Investment Group is headquartered in Manchester, United States.

How much does Glenwood Investment Group manage?

Glenwood Investment Group manages approximately $199M in assets under management.

When was Glenwood Investment Group founded?

Glenwood Investment Group was founded in 2004.

How can I contact Glenwood Investment Group?

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